iShares Russell 2000 Index shares owned by Blodgett Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Blodgett Wealth Advisors
from 13F filings
Historical chart of Blodgett Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Blodgett Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Blodgett Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $662k | 3.0k | 220.89 |
| 2024-06-30 | $608k | 3.0k | 202.89 |
| 2024-03-31 | $634k | 3.0k | 210.30 |
| 2023-12-31 | $605k | 3.0k | 200.71 |
| 2023-09-30 | $886k | 5.0k | 176.74 |
| 2023-06-30 | $939k | 5.0k | 187.27 |
| 2023-03-31 | $895k | 5.0k | 178.40 |
| 2022-12-31 | $895k | 5.1k | 174.36 |
| 2022-09-30 | $1.2M | 7.3k | 164.86 |
| 2022-06-30 | $1.3M | 7.9k | 169.36 |
| 2022-03-31 | $2.2M | 11k | 205.31 |
| 2021-12-31 | $2.6M | 12k | 222.41 |
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