iShares Russell 2000 Index shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $653k | 2.7k | 241.96 |
| 2025-06-30 | $734k | 3.4k | 215.79 |
| 2025-03-31 | $678k | 3.4k | 199.49 |
| 2024-12-31 | $751k | 3.4k | 220.96 |
| 2024-09-30 | $2.5M | 12k | 220.89 |
| 2024-06-30 | $2.0M | 10k | 202.89 |
| 2024-03-31 | $1.8M | 8.6k | 210.30 |
| 2023-12-31 | $1.8M | 8.8k | 200.71 |
| 2023-09-30 | $1.3M | 7.5k | 177.57 |
| 2023-06-30 | $1.6M | 8.5k | 187.27 |
| 2023-03-31 | $1.5M | 8.5k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.36 |
| 2022-09-30 | $2.7M | 16k | 164.95 |
| 2022-06-30 | $3.5M | 21k | 169.34 |
| 2022-03-31 | $4.3M | 21k | 205.28 |
| 2021-12-31 | $4.6M | 21k | 222.46 |
| 2021-09-30 | $4.6M | 21k | 218.76 |
| 2021-06-30 | $3.9M | 17k | 229.39 |
| 2021-03-31 | $3.2M | 15k | 220.97 |
| 2020-12-31 | $616k | 3.1k | 196.18 |
| 2020-09-30 | $246k | 1.6k | 150.00 |
| 2020-06-30 | $208k | 1.5k | 143.45 |
| 2020-03-31 | $109k | 950 | 114.74 |
| 2019-12-31 | $527k | 3.2k | 165.72 |
| 2019-09-30 | $481k | 3.2k | 151.26 |
| 2019-06-30 | $496k | 3.2k | 155.97 |
| 2019-03-31 | $487k | 3.2k | 153.14 |
| 2018-12-31 | $426k | 3.2k | 133.96 |
| 2018-09-30 | $537k | 3.2k | 168.87 |
| 2018-06-30 | $521k | 3.2k | 163.84 |
| 2018-03-31 | $483k | 3.2k | 151.89 |