iShares Russell 2000 Index shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 1.1k | 241.94 |
| 2025-06-30 | $235k | 1.1k | 215.85 |
| 2025-03-31 | $217k | 1.1k | 199.43 |
| 2024-12-31 | $219k | 989 | 221.00 |
| 2024-09-30 | $215k | 974 | 221.00 |
| 2024-06-30 | $244k | 1.2k | 202.85 |
| 2024-03-31 | $252k | 1.2k | 210.32 |
| 2023-12-31 | $241k | 1.2k | 200.63 |
More positions owned by Beaumont Financial Advisors
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