iShares Russell 2000 Index shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 5.9k | 241.96 |
| 2025-06-30 | $1.3M | 6.0k | 215.79 |
| 2025-03-31 | $1.2M | 5.9k | 199.49 |
| 2024-12-31 | $1.3M | 6.0k | 220.96 |
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