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iShares Russell 2000 Index shares owned by Baltimore-Washington Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Baltimore-Washington Financial Advisors from 13F filings

Historical chart of Baltimore-Washington Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.0M 23k 220.96
2024-09-30 $4.8M 22k 220.89
2024-06-30 $4.1M 20k 202.90
2024-03-31 $3.7M 18k 210.30
2023-12-31 $3.3M 17k 200.72
2023-09-30 $2.9M 16k 176.74
2023-06-30 $2.9M 15k 187.27
2023-03-31 $1.5M 8.4k 178.41
2022-12-31 $1.1M 6.2k 174.36
2022-09-30 $388k 2.4k 164.55
2015-09-30 $12k 118 101.69
2015-06-30 $14k 118 118.64
2015-03-31 $15k 118 127.12
2014-12-31 $14k 118 118.64
2014-09-30 $13k 118 110.17
2014-06-30 $14k 118 118.64
2014-03-31 $74k 632 116.34
2013-12-31 $112k 971 115.35