iShares Russell 2000 Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 32k | 241.96 |
| 2025-06-30 | $6.9M | 32k | 215.79 |
| 2025-03-31 | $6.4M | 32k | 199.49 |
| 2024-12-31 | $6.0M | 27k | 220.96 |
| 2024-09-30 | $6.2M | 28k | 220.89 |
| 2024-06-30 | $5.6M | 28k | 202.89 |
| 2024-03-31 | $5.9M | 28k | 210.30 |
| 2023-12-31 | $5.8M | 29k | 204.04 |
| 2023-09-30 | $4.7M | 27k | 177.57 |
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