iShares Russell 2000 Index shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky Wealth Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by BlueSky Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $204k | 823 | 247.98 |
| 2021-12-31 | $994k | 4.5k | 222.37 |
| 2020-12-31 | $248k | 1.3k | 196.36 |
| 2020-09-30 | $205k | 1.3k | 162.83 |
| 2020-06-30 | $227k | 1.6k | 143.40 |
| 2019-12-31 | $314k | 1.9k | 165.44 |
| 2019-09-30 | $282k | 1.9k | 147.03 |
| 2019-06-30 | $391k | 2.5k | 155.34 |
| 2019-03-31 | $210k | 1.4k | 155.33 |
| 2018-09-30 | $234k | 1.5k | 160.71 |
| 2018-06-30 | $238k | 1.5k | 164.02 |
| 2018-03-31 | $218k | 1.4k | 151.81 |
| 2017-12-31 | $219k | 1.4k | 152.51 |
| 2017-09-30 | $213k | 1.4k | 148.33 |