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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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