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iShares Russell 2000 Index shares owned by BEAM Asset Management

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

Historical chart of BEAM Asset 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 BEAM Asset 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 22k 200.71
2023-09-30 $4.0M 22k 176.74
2023-06-30 $4.4M 24k 187.27
2023-03-31 $3.0M 17k 178.40
2022-12-31 $2.9M 17k 174.36
2022-09-30 $2.5M 15k 164.89
2022-06-30 $2.6M 15k 169.34
2022-03-31 $3.1M 15k 205.26
2021-12-31 $3.2M 14k 222.47
2021-09-30 $3.2M 15k 218.73
2021-06-30 $3.4M 15k 229.34
2021-03-31 $3.9M 18k 220.92
2020-12-31 $3.4M 17k 196.07
2020-09-30 $3.1M 21k 149.79
2020-06-30 $3.0M 21k 143.44
2020-03-31 $1.9M 17k 114.45
2019-12-31 $382k 2.3k 165.80