iShares Russell 2000 Index shares owned by BFSG
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BFSG
from 13F filings
Historical chart of BFSG investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by BFSG consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 15k | 241.96 |
| 2025-06-30 | $162k | 750 | 215.79 |
| 2025-03-31 | $150k | 750 | 199.49 |
| 2024-12-31 | $166k | 750 | 220.96 |
| 2024-09-30 | $183k | 830 | 220.89 |
| 2024-06-30 | $152k | 750 | 202.89 |
| 2024-03-31 | $158k | 750 | 210.30 |
| 2023-12-31 | $151k | 750 | 200.71 |
| 2019-12-31 | $228k | 1.4k | 165.70 |
| 2019-09-30 | $208k | 1.4k | 151.16 |
| 2019-06-30 | $214k | 1.4k | 155.52 |
| 2019-03-31 | $211k | 1.4k | 153.34 |
| 2018-09-30 | $232k | 1.4k | 168.60 |
| 2018-06-30 | $225k | 1.4k | 163.52 |
| 2018-03-31 | $213k | 1.4k | 151.49 |
| 2017-12-31 | $214k | 1.4k | 152.20 |
| 2017-09-30 | $212k | 1.4k | 148.04 |
| 2017-06-30 | $201k | 1.4k | 141.15 |
| 2017-03-31 | $209k | 1.5k | 137.32 |