iShares Russell 2000 Index shares owned by Bragg Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Bragg Financial Advisors
from 13F filings
Historical chart of Bragg Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Bragg Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $870k | 4.3k | 202.89 |
| 2024-03-31 | $958k | 4.6k | 210.30 |
| 2023-09-30 | $805k | 4.6k | 176.74 |
| 2023-06-30 | $866k | 4.6k | 187.27 |
| 2023-03-31 | $832k | 4.7k | 178.40 |
| 2022-12-31 | $880k | 5.0k | 174.36 |
| 2022-09-30 | $861k | 5.2k | 164.97 |
| 2022-06-30 | $884k | 5.2k | 169.38 |
| 2022-03-31 | $933k | 4.5k | 205.24 |
| 2021-12-31 | $905k | 4.1k | 218.70 |
| 2021-09-30 | $905k | 4.1k | 218.70 |
| 2021-06-30 | $953k | 4.2k | 229.47 |
| 2021-03-31 | $1.1M | 4.8k | 220.85 |
| 2020-12-31 | $715k | 3.6k | 196.11 |
| 2020-09-30 | $562k | 3.8k | 149.83 |
| 2020-06-30 | $552k | 3.9k | 143.19 |
| 2020-03-31 | $443k | 3.9k | 114.35 |
| 2019-12-31 | $702k | 4.2k | 165.61 |
| 2019-09-30 | $639k | 4.2k | 151.24 |
| 2019-06-30 | $449k | 2.9k | 155.36 |
| 2019-03-31 | $442k | 2.9k | 152.94 |
| 2018-12-31 | $516k | 3.9k | 133.99 |
| 2018-09-30 | $649k | 3.9k | 168.53 |
| 2018-06-30 | $636k | 3.9k | 163.88 |
| 2018-03-31 | $503k | 3.3k | 151.92 |
| 2017-12-31 | $505k | 3.3k | 152.52 |
| 2017-09-30 | $491k | 3.3k | 148.29 |
| 2017-06-30 | $467k | 3.3k | 141.05 |
| 2017-03-31 | $469k | 3.4k | 137.50 |
| 2016-12-31 | $469k | 3.5k | 134.93 |
| 2016-09-30 | $444k | 3.6k | 124.16 |
| 2016-06-30 | $425k | 3.7k | 114.90 |
| 2016-03-31 | $409k | 3.7k | 110.57 |
| 2015-12-31 | $430k | 3.8k | 112.51 |
| 2015-09-30 | $417k | 3.8k | 109.11 |
| 2015-06-30 | $321k | 2.6k | 124.76 |
| 2015-03-31 | $245k | 2.8k | 88.16 |
| 2012-09-30 | $187k | 2.2k | 83.63 |
| 2011-12-31 | $289k | 3.9k | 73.80 |