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iShares Russell 2000 Index shares owned by Beaird Harris Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beaird Harris Wealth Management from 13F filings

Historical chart of Beaird Harris 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 Beaird Harris 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 Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $171k 694 246.16
2025-09-30 $24k 97 241.97
2025-06-30 $12k 55 215.80
2025-03-31 $9.0k 45 199.51
2024-03-31 $10k 48 210.31
2023-06-30 $190 1 190.00
2023-03-31 $181 1 181.00
2022-12-31 $175 1 175.00
2022-09-30 $734k 4.5k 164.94
2022-06-30 $754k 4.5k 169.44
2022-03-31 $926k 4.5k 205.32
2021-12-31 $1.0M 4.5k 222.39