iShares Russell 2000 Index shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38k | 156 | 242.31 |
| 2025-06-30 | $34k | 156 | 216.03 |
| 2025-03-31 | $37k | 186 | 199.64 |
| 2024-12-31 | $41k | 187 | 221.04 |
| 2024-09-30 | $40k | 180 | 220.89 |
| 2024-06-30 | $31k | 153 | 202.89 |
| 2024-03-31 | $25k | 121 | 210.30 |
| 2023-12-31 | $24k | 117 | 200.71 |
| 2023-09-30 | $57k | 321 | 176.74 |
| 2023-06-30 | $50k | 265 | 187.27 |
| 2023-03-31 | $46k | 256 | 178.40 |
| 2022-12-31 | $40k | 228 | 173.39 |
| 2022-09-30 | $12k | 69 | 173.91 |
| 2022-06-30 | $12k | 69 | 173.91 |
| 2022-03-31 | $14k | 68 | 205.88 |
| 2021-12-31 | $12k | 56 | 214.29 |
| 2021-09-30 | $7.0k | 32 | 218.75 |
| 2021-06-30 | $15k | 67 | 223.88 |
| 2021-03-31 | $10k | 46 | 217.39 |
| 2020-03-31 | $38k | 301 | 126.25 |