iShares Russell 2000 Index shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $496k | 2.5k | 200.74 |
| 2023-09-30 | $428k | 2.4k | 176.77 |
| 2023-06-30 | $8.4M | 45k | 187.27 |
| 2023-03-31 | $636k | 3.6k | 178.41 |
| 2022-12-31 | $604k | 3.5k | 174.36 |
| 2022-09-30 | $483k | 2.9k | 165.07 |
| 2022-06-30 | $603k | 3.6k | 169.33 |
| 2022-03-31 | $769k | 3.7k | 205.40 |
| 2021-12-31 | $831k | 3.7k | 222.37 |
| 2021-09-30 | $811k | 3.7k | 218.72 |
| 2021-06-30 | $369k | 1.6k | 229.62 |
| 2021-03-31 | $104k | 471 | 220.81 |
| 2020-12-31 | $97k | 492 | 197.15 |
| 2020-09-30 | $74k | 491 | 150.71 |
| 2020-06-30 | $70k | 489 | 143.15 |
| 2020-03-31 | $39k | 344 | 113.37 |
| 2019-12-31 | $46k | 278 | 165.47 |
| 2019-09-30 | $42k | 277 | 151.62 |
| 2019-06-30 | $117k | 746 | 156.84 |
| 2019-03-31 | $98k | 620 | 158.06 |
| 2018-12-31 | $101k | 683 | 147.88 |
| 2018-09-30 | $156k | 998 | 156.31 |
| 2018-06-30 | $80k | 478 | 167.36 |
| 2018-03-31 | $75k | 484 | 154.96 |
| 2017-12-31 | $102k | 641 | 159.13 |
| 2017-09-30 | $262k | 1.8k | 149.37 |
| 2017-06-30 | $180k | 1.3k | 142.18 |
| 2017-03-31 | $44M | 323k | 135.04 |
| 2016-12-31 | $45M | 329k | 137.78 |
| 2016-09-30 | $41M | 331k | 124.21 |
| 2016-06-30 | $39M | 338k | 114.98 |
| 2016-03-31 | $37M | 335k | 110.63 |
| 2015-12-31 | $34M | 302k | 112.62 |
| 2015-09-30 | $30M | 275k | 109.20 |
| 2015-06-30 | $30M | 239k | 124.86 |
| 2015-03-31 | $26M | 210k | 124.37 |
| 2014-12-31 | $18M | 148k | 119.62 |
| 2014-09-30 | $16M | 149k | 109.35 |
| 2014-06-30 | $16M | 138k | 118.81 |
| 2014-03-31 | $15M | 127k | 116.34 |
| 2013-12-31 | $14M | 118k | 115.36 |
| 2013-09-30 | $12M | 109k | 106.61 |
| 2013-06-30 | $11M | 115k | 97.00 |
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