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iShares Russell 2000 Index shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 91k 220.86
2024-03-31 $18M 86k 210.34
2023-12-31 $34M 168k 200.75
2023-09-30 $376k 2.1k 176.77
2023-06-30 $406k 2.2k 187.30
2023-03-31 $19M 108k 178.40
2022-12-31 $6.9M 40k 174.38
2022-09-30 $207k 1.3k 164.81
2022-06-30 $215k 1.3k 169.03
2022-03-31 $282k 1.4k 205.39
2021-12-31 $367k 1.7k 222.16
2021-09-30 $317k 1.5k 218.47
2021-06-30 $329k 1.4k 228.79
2021-03-31 $302k 1.4k 220.28
2020-12-31 $249k 1.3k 196.06
2020-06-30 $207k 1.4k 143.15
2020-03-31 $9.8M 86k 114.46
2019-12-31 $20M 123k 165.67
2019-09-30 $19M 125k 151.34
2019-06-30 $12M 79k 155.49
2019-03-31 $12M 79k 153.08
2018-12-31 $11M 81k 133.90
2018-09-30 $17M 101k 168.55
2018-06-30 $17M 101k 163.77
2018-03-31 $14M 94k 151.83
2017-12-31 $12M 80k 152.46
2017-09-30 $12M 77k 148.18
2017-06-30 $10M 74k 140.92
2017-03-31 $9.8M 72k 137.48
2016-12-31 $17M 126k 134.85
2016-09-30 $12M 94k 124.21
2016-06-30 $2.8M 24k 114.99
2016-03-31 $643k 5.8k 110.67
2015-12-31 $761k 6.8k 112.57
2015-09-30 $1.2M 11k 109.24
2015-03-31 $18M 147k 124.37
2014-12-31 $10M 84k 119.62
2014-09-30 $490k 4.5k 109.42
2014-06-30 $7.3M 96k 75.83
2014-03-31 $8.4M 73k 116.34
2013-12-31 $6.5M 56k 115.36
2013-09-30 $4.2M 39k 106.61
2013-06-30 $9.3M 96k 97.00
2013-03-31 $9.4M 99k 94.43
2012-09-30 $4.7M 57k 83.43