iShares Russell 2000 Index shares owned by Beaton Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beaton Management
from 13F filings
Historical chart of Beaton Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Beaton Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 2.4k | 242.13 |
| 2025-06-30 | $528k | 2.4k | 215.95 |
| 2025-03-31 | $488k | 2.4k | 199.59 |
| 2024-12-31 | $540k | 2.4k | 220.86 |
| 2024-09-30 | $540k | 2.4k | 220.86 |
| 2024-03-31 | $431k | 2.1k | 210.24 |
| 2023-12-31 | $386k | 1.9k | 200.52 |
| 2023-09-30 | $331k | 1.9k | 176.53 |
| 2023-06-30 | $342k | 1.8k | 187.40 |
| 2023-03-31 | $326k | 1.8k | 178.63 |
| 2022-12-31 | $318k | 1.8k | 174.25 |
| 2022-09-30 | $301k | 1.8k | 164.93 |
| 2022-06-30 | $309k | 1.8k | 169.32 |
| 2022-03-31 | $375k | 1.8k | 205.48 |
| 2021-12-31 | $473k | 2.1k | 222.59 |
| 2021-09-30 | $465k | 2.1k | 218.82 |
| 2021-06-30 | $510k | 2.2k | 229.21 |
| 2021-03-31 | $492k | 2.2k | 221.12 |
| 2020-12-31 | $436k | 2.2k | 195.96 |
| 2020-09-30 | $330k | 2.2k | 150.00 |
| 2020-06-30 | $315k | 2.2k | 143.18 |
| 2020-03-31 | $252k | 2.2k | 114.55 |
| 2019-12-31 | $364k | 2.2k | 165.45 |
| 2019-09-30 | $333k | 2.2k | 151.36 |
| 2019-06-30 | $299k | 1.9k | 155.32 |
| 2019-03-31 | $279k | 1.8k | 152.88 |
| 2018-12-31 | $244k | 1.8k | 133.70 |
| 2018-09-30 | $341k | 2.0k | 168.40 |
| 2018-06-30 | $340k | 2.1k | 163.86 |
| 2018-03-31 | $315k | 2.1k | 151.81 |
| 2017-12-31 | $309k | 2.0k | 152.59 |
| 2017-09-30 | $300k | 2.0k | 148.15 |
| 2017-06-30 | $285k | 2.0k | 140.74 |