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iShares Russell 2000 Index shares owned by Bradley, Foster & Sargent

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bradley, Foster & Sargent from 13F filings

Historical chart of Bradley, Foster & Sargent investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Bradley, Foster & Sargent consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Bradley, Foster & Sargent

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 33k 220.89
2024-06-30 $6.5M 32k 202.89
2024-03-31 $6.7M 32k 210.30
2023-12-31 $6.2M 31k 200.71
2023-09-30 $5.1M 27k 187.27
2023-06-30 $5.1M 27k 187.27
2023-03-31 $4.8M 27k 178.40
2022-12-31 $4.9M 28k 174.36
2022-09-30 $4.7M 28k 164.90
2022-06-30 $4.9M 29k 169.36
2022-03-31 $6.9M 34k 205.28
2021-12-31 $5.5M 25k 222.44
2021-09-30 $4.3M 20k 218.75
2021-06-30 $4.5M 20k 229.38
2021-03-31 $4.2M 19k 220.92
2020-12-31 $3.0M 16k 196.08
2020-09-30 $1.7M 12k 149.81
2020-03-31 $1.5M 13k 114.46
2019-12-31 $2.3M 14k 165.70
2019-09-30 $1.6M 11k 151.33
2019-06-30 $1.9M 12k 155.53
2019-03-31 $1.9M 13k 153.12
2018-12-31 $1.7M 13k 133.87
2018-09-30 $2.5M 15k 168.56
2018-06-30 $2.2M 14k 163.80
2018-03-31 $2.0M 13k 151.81
2017-12-31 $2.1M 14k 152.42
2017-09-30 $1.9M 13k 148.19
2017-06-30 $1.7M 12k 140.89
2017-03-31 $1.6M 12k 137.50
2016-12-31 $1.6M 12k 134.87
2016-09-30 $730k 5.9k 124.26
2016-06-30 $670k 5.8k 115.06
2016-03-31 $661k 6.0k 110.65
2015-12-31 $640k 5.7k 112.60
2015-09-30 $3.2M 29k 109.19
2015-06-30 $3.7M 30k 124.86
2015-03-31 $3.6M 29k 124.35
2014-12-31 $3.5M 29k 119.63
2014-09-30 $3.2M 29k 109.34
2014-06-30 $3.7M 31k 118.82
2014-03-31 $3.6M 31k 116.35
2013-12-31 $3.0M 26k 115.35
2013-09-30 $2.5M 23k 106.61
2013-06-30 $2.1M 22k 96.98
2013-03-31 $2.0M 21k 94.41
2012-12-31 $2.1M 25k 84.32
2012-09-30 $2.1M 25k 83.46
2012-06-30 $2.0M 26k 79.56
2012-03-31 $2.6M 31k 82.80
2011-12-31 $2.3M 31k 73.75
2011-09-30 $1.9M 30k 64.30
2011-06-30 $2.5M 30k 82.79
2011-03-31 $2.2M 27k 84.19