iShares Russell 2000 Index shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 2.5k | 241.96 |
| 2025-06-30 | $268k | 1.2k | 215.79 |
| 2025-03-31 | $250k | 1.3k | 199.49 |
| 2024-12-31 | $261k | 1.2k | 220.96 |
| 2024-03-31 | $211k | 1.0k | 210.30 |
| 2023-06-30 | $201k | 1.1k | 187.27 |
| 2022-12-31 | $215k | 1.2k | 174.42 |
| 2022-03-31 | $366k | 1.8k | 205.39 |
| 2021-12-31 | $429k | 1.9k | 222.51 |
| 2021-09-30 | $234k | 1.1k | 218.69 |
| 2021-06-30 | $245k | 1.1k | 228.97 |
| 2021-03-31 | $236k | 1.1k | 220.56 |
| 2020-12-31 | $210k | 1.1k | 196.26 |