iShares Russell 2000 Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $264k | 1.3k | 199.25 |
| 2024-12-31 | $287k | 1.3k | 216.83 |
| 2020-12-31 | $348k | 1.8k | 195.62 |
| 2020-09-30 | $265k | 1.8k | 149.38 |
| 2020-06-30 | $255k | 1.8k | 143.18 |
| 2020-03-31 | $214k | 1.9k | 114.19 |
| 2019-12-31 | $450k | 2.7k | 165.38 |
| 2019-09-30 | $432k | 2.9k | 151.21 |
| 2019-06-30 | $447k | 2.9k | 155.37 |
| 2019-03-31 | $450k | 2.9k | 153.22 |
| 2018-12-31 | $393k | 2.9k | 133.81 |