iShares Russell 2000 Index shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $686k | 3.1k | 220.89 |
| 2024-06-30 | $725k | 3.6k | 202.89 |
| 2024-03-31 | $803k | 3.8k | 210.30 |
| 2023-12-31 | $755k | 3.8k | 200.71 |
| 2023-09-30 | $620k | 3.5k | 176.74 |
| 2023-06-30 | $595k | 3.2k | 187.27 |
| 2023-03-31 | $572k | 3.2k | 178.42 |
| 2022-12-31 | $1.2M | 6.9k | 174.36 |
| 2022-09-30 | $605k | 3.7k | 164.90 |