iShares Russell 2000 Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 9.3k | 220.89 |
| 2024-06-30 | $1.9M | 9.3k | 202.89 |
| 2024-03-31 | $2.0M | 9.6k | 210.30 |
| 2023-12-31 | $1.9M | 9.7k | 200.71 |
| 2023-09-30 | $2.0M | 12k | 176.74 |
| 2023-06-30 | $2.4M | 13k | 187.27 |
| 2023-03-31 | $2.2M | 13k | 178.40 |
| 2022-12-31 | $2.1M | 12k | 174.36 |
| 2022-09-30 | $1.9M | 12k | 164.91 |
| 2022-06-30 | $1.9M | 11k | 169.39 |
| 2022-03-31 | $2.3M | 11k | 205.24 |
| 2021-12-31 | $2.2M | 10k | 222.42 |
| 2021-09-30 | $2.2M | 9.9k | 218.72 |
| 2021-06-30 | $2.2M | 9.8k | 229.34 |
| 2021-03-31 | $2.1M | 9.7k | 220.98 |
| 2020-12-31 | $1.8M | 9.3k | 196.05 |
| 2020-09-30 | $1.3M | 8.9k | 149.78 |
| 2020-06-30 | $1.1M | 7.6k | 143.23 |
| 2020-03-31 | $326k | 2.9k | 114.35 |
| 2019-12-31 | $460k | 2.8k | 165.65 |