iShares Russell 2000 Index shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth 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 BDO Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by BDO Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $332k | 1.8k | 187.27 |
2023-03-31 | $321k | 1.8k | 178.40 |
2022-12-31 | $314k | 1.8k | 174.36 |
2022-09-30 | $332k | 2.0k | 169.56 |
2022-06-30 | $332k | 2.0k | 169.56 |
2022-03-31 | $398k | 1.9k | 205.37 |
2021-12-31 | $436k | 2.0k | 222.45 |
2021-09-30 | $409k | 1.9k | 218.83 |
2021-06-30 | $463k | 2.0k | 229.55 |
2021-03-31 | $446k | 2.0k | 221.12 |
2020-12-31 | $393k | 2.0k | 196.30 |
2020-09-30 | $298k | 2.0k | 149.60 |
2020-06-30 | $313k | 2.2k | 143.38 |
2020-03-31 | $358k | 3.1k | 114.52 |
2019-12-31 | $644k | 3.9k | 165.72 |
2019-09-30 | $522k | 3.4k | 151.44 |
2019-06-30 | $938k | 6.0k | 155.39 |
2019-03-31 | $554k | 3.6k | 153.00 |
2018-12-31 | $184k | 1.4k | 133.62 |
2018-09-30 | $232k | 1.4k | 168.48 |
2018-06-30 | $226k | 1.4k | 164.12 |
2018-03-31 | $126k | 832 | 151.44 |
2017-12-31 | $141k | 927 | 152.10 |
2017-09-30 | $144k | 972 | 148.15 |
2017-06-30 | $137k | 972 | 140.95 |