iShares Russell 2000 Index shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Bordeaux 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 Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $401k | 1.9k | 215.79 |
| 2025-03-31 | $308k | 1.5k | 199.52 |
| 2024-12-31 | $317k | 1.4k | 220.96 |
| 2024-09-30 | $273k | 1.2k | 220.81 |
| 2024-06-30 | $221k | 1.1k | 202.89 |
| 2024-03-31 | $378k | 1.8k | 210.30 |
| 2023-12-31 | $1.2M | 6.0k | 200.71 |
| 2023-09-30 | $1.2M | 6.6k | 176.74 |
| 2023-06-30 | $487k | 2.6k | 187.27 |
| 2023-03-31 | $459k | 2.6k | 178.40 |
| 2022-12-31 | $410k | 2.4k | 174.36 |
| 2022-09-30 | $338k | 2.0k | 164.96 |
| 2022-06-30 | $414k | 2.4k | 169.46 |
| 2022-03-31 | $712k | 3.5k | 205.31 |
| 2021-12-31 | $1.0M | 4.5k | 222.52 |
| 2021-09-30 | $795k | 3.6k | 218.77 |
| 2021-06-30 | $897k | 3.9k | 229.47 |
| 2021-03-31 | $864k | 3.9k | 221.03 |
| 2020-12-31 | $942k | 4.8k | 196.09 |