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 |
|---|---|---|---|
| 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 |