iShares Russell 2000 Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 19k | 241.97 |
| 2025-06-30 | $3.5M | 16k | 215.80 |
| 2025-03-31 | $3.2M | 16k | 199.49 |
| 2024-12-31 | $8.1M | 37k | 220.09 |
| 2024-09-30 | $6.5M | 29k | 220.89 |
| 2024-06-30 | $5.0M | 25k | 202.90 |
| 2024-03-31 | $7.8M | 37k | 210.30 |
| 2023-09-30 | $9.9M | 56k | 176.74 |
| 2023-06-30 | $11M | 59k | 187.27 |
| 2023-03-31 | $5.2M | 29k | 178.40 |
| 2022-12-31 | $4.8M | 28k | 174.36 |
| 2022-09-30 | $4.6M | 28k | 164.95 |
| 2022-06-30 | $4.9M | 31k | 156.22 |
| 2022-03-31 | $8.8M | 43k | 205.29 |
| 2021-12-31 | $4.8M | 22k | 222.40 |
| 2021-09-30 | $4.8M | 22k | 218.73 |
| 2021-06-30 | $13M | 68k | 196.02 |
| 2021-03-31 | $15M | 78k | 193.38 |
| 2020-12-31 | $7.3M | 37k | 196.07 |
| 2020-09-30 | $1.7M | 15k | 114.49 |
| 2020-06-30 | $2.4M | 17k | 142.45 |
| 2020-03-31 | $1.7M | 15k | 114.49 |
| 2019-12-31 | $2.4M | 15k | 165.66 |
| 2019-09-30 | $2.2M | 15k | 151.32 |
| 2019-06-30 | $2.2M | 14k | 155.50 |
| 2018-12-31 | $1.6M | 12k | 133.87 |
| 2018-09-30 | $2.2M | 13k | 168.57 |
| 2018-06-30 | $564k | 3.4k | 163.91 |
More positions owned by Belpointe Asset Management
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