iShares Russell 2000 Index shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $1.1M | 5.2k | 217.39 |
| 2021-06-30 | $1.2M | 5.2k | 226.09 |
| 2021-03-31 | $1.1M | 5.2k | 217.39 |
| 2020-12-31 | $1.2M | 6.0k | 195.65 |
| 2020-09-30 | $1.5M | 10k | 149.75 |
| 2020-06-30 | $1.5M | 11k | 143.13 |
| 2020-03-31 | $1.6M | 14k | 114.46 |
| 2019-12-31 | $2.4M | 14k | 165.64 |
| 2019-09-30 | $2.0M | 13k | 151.29 |
| 2019-06-30 | $1.2M | 7.5k | 155.43 |
| 2019-03-31 | $1.2M | 7.8k | 152.98 |
| 2018-12-31 | $1.2M | 9.3k | 133.81 |
| 2018-09-30 | $2.2M | 13k | 168.59 |
| 2018-06-30 | $2.3M | 14k | 162.39 |
| 2018-03-31 | $2.3M | 15k | 151.00 |