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
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All positions including iShares Russell 2000 Index held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.7k | 241.96 |
| 2025-06-30 | $1.3M | 6.1k | 215.80 |
| 2025-03-31 | $4.7M | 23k | 199.49 |
| 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 |
More positions owned by Baltimore-Washington Financial Advisors
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