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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Belpointe 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
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