iShares Russell 2000 Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 987 | 241.97 |
| 2025-06-30 | $305k | 1.4k | 215.79 |
| 2025-03-31 | $108k | 543 | 199.49 |
| 2024-12-31 | $121k | 548 | 220.96 |
| 2024-09-30 | $120k | 543 | 220.89 |
| 2024-06-30 | $92k | 454 | 202.89 |
| 2024-03-31 | $105k | 499 | 210.30 |
| 2023-12-31 | $92k | 459 | 200.71 |
| 2023-09-30 | $67k | 380 | 176.74 |
| 2023-06-30 | $71k | 380 | 187.27 |
| 2023-03-31 | $68k | 380 | 178.40 |
| 2022-12-31 | $36k | 205 | 174.36 |
| 2022-09-30 | $37k | 226 | 163.72 |
| 2022-06-30 | $35k | 205 | 170.73 |
| 2022-03-31 | $42k | 205 | 204.88 |
| 2021-12-31 | $46k | 205 | 224.39 |
| 2021-09-30 | $45k | 205 | 219.51 |
| 2021-06-30 | $47k | 205 | 229.27 |