iShares Russell 2000 Index shares owned by Birchbrook
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Birchbrook
from 13F filings
Historical chart of Birchbrook investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Birchbrook consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Birchbrook
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $432k | 1.8k | 246.16 |
| 2025-09-30 | $358k | 1.5k | 241.96 |
| 2025-06-30 | $346k | 1.6k | 215.79 |
| 2025-03-31 | $180k | 904 | 199.49 |
| 2024-12-31 | $200k | 904 | 220.96 |
| 2024-09-30 | $200k | 904 | 220.89 |
| 2024-06-30 | $205k | 1.0k | 202.89 |
| 2024-03-31 | $241k | 1.1k | 210.30 |
| 2023-12-31 | $242k | 1.2k | 200.71 |