Blue Bell Private Wealth Management »

iShares Russell 2000 Index shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 37k 210.30
2023-12-31 $7.2M 36k 200.71
2023-09-30 $5.8M 33k 176.74
2023-06-30 $6.3M 34k 187.27
2023-03-31 $6.1M 34k 178.40
2022-12-31 $5.8k 34k 0.17
2022-09-30 $6.2M 38k 164.91
2022-06-30 $7.2M 42k 169.50
2022-03-31 $8.6M 42k 205.26
2021-12-31 $9.0M 41k 222.46
2021-09-30 $8.3M 38k 219.02
2021-06-30 $8.9M 39k 229.36
2021-03-31 $9.3M 42k 220.93
2020-12-31 $8.2M 42k 195.97
2020-09-30 $4.5M 30k 149.79
2020-06-30 $4.2M 30k 143.07
2020-03-31 $3.7M 33k 114.46
2019-12-31 $5.7M 35k 161.92
2019-09-30 $4.3M 28k 151.32
2019-06-30 $4.7M 30k 155.49
2019-03-31 $4.2M 27k 153.08
2018-12-31 $3.2M 24k 133.89
2018-09-30 $4.7M 28k 168.57
2018-06-30 $4.0M 25k 163.77
2018-03-31 $3.9M 26k 151.81
2017-12-31 $3.8M 25k 152.42
2017-09-30 $3.7M 25k 148.19
2017-06-30 $3.3M 24k 140.93
2017-03-31 $3.4M 25k 137.48
2016-12-31 $3.3M 24k 134.87
2016-09-30 $2.7M 22k 124.24
2016-06-30 $2.5M 22k 114.98
2016-03-31 $611k 5.5k 110.59
2015-12-31 $1.1M 9.6k 112.62
2015-09-30 $2.6M 24k 109.20
2015-06-30 $4.0M 32k 124.85
2015-03-31 $4.1M 33k 124.36
2014-12-31 $2.9M 24k 119.59
2014-09-30 $521k 4.8k 109.45
2014-06-30 $708k 6.0k 118.79
2014-03-31 $1.3M 11k 116.30
2013-12-31 $1.2M 11k 115.38
2013-09-30 $526k 4.9k 106.69
2013-06-30 $942k 9.7k 97.01

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index