iShares Russell 2000 Index shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $698k | 4.2k | 164.97 |
| 2022-06-30 | $717k | 4.2k | 169.46 |
| 2022-03-31 | $640k | 3.1k | 205.39 |
| 2021-12-31 | $670k | 3.0k | 222.52 |
| 2021-09-30 | $659k | 3.0k | 218.86 |
| 2021-06-30 | $691k | 3.0k | 229.49 |
| 2021-03-31 | $639k | 2.9k | 220.88 |
| 2020-12-31 | $537k | 2.7k | 195.99 |
| 2020-09-30 | $410k | 2.7k | 149.64 |
| 2020-06-30 | $400k | 2.8k | 143.32 |
| 2020-03-31 | $339k | 3.0k | 114.30 |
| 2019-12-31 | $578k | 3.5k | 165.76 |
| 2019-09-30 | $528k | 3.5k | 151.42 |
| 2019-06-30 | $542k | 3.5k | 155.43 |
| 2019-03-31 | $491k | 3.2k | 153.05 |
| 2018-12-31 | $430k | 3.2k | 134.04 |
| 2018-09-30 | $554k | 3.3k | 168.44 |
| 2018-06-30 | $573k | 3.5k | 163.81 |
| 2018-03-31 | $551k | 3.6k | 151.71 |
| 2017-12-31 | $490k | 3.2k | 152.41 |
| 2017-09-30 | $526k | 3.6k | 148.17 |
| 2017-06-30 | $471k | 3.3k | 141.06 |
| 2017-03-31 | $413k | 3.0k | 137.48 |
| 2016-12-31 | $439k | 3.3k | 134.87 |
| 2016-09-30 | $411k | 3.3k | 124.09 |
| 2016-06-30 | $397k | 3.5k | 115.01 |
| 2016-03-31 | $275k | 2.5k | 110.71 |
| 2015-12-31 | $280k | 2.5k | 112.72 |
| 2015-09-30 | $271k | 2.5k | 109.10 |
| 2015-06-30 | $310k | 2.5k | 124.80 |
| 2015-03-31 | $309k | 2.5k | 124.40 |
| 2014-12-31 | $273k | 2.3k | 119.68 |
| 2014-09-30 | $249k | 2.3k | 109.16 |
| 2014-06-30 | $271k | 2.3k | 118.81 |
| 2014-03-31 | $288k | 2.5k | 116.32 |
| 2013-12-31 | $273k | 2.4k | 115.34 |
| 2013-09-30 | $252k | 2.4k | 106.46 |
| 2013-06-30 | $230k | 2.4k | 97.17 |