iShares Russell 2000 Index shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 1.5k | 241.96 |
| 2025-06-30 | $325k | 1.5k | 215.79 |
| 2025-03-31 | $300k | 1.5k | 199.49 |
| 2024-12-31 | $332k | 1.5k | 220.96 |
| 2024-09-30 | $332k | 1.5k | 220.89 |
| 2024-06-30 | $305k | 1.5k | 202.89 |
| 2024-03-31 | $316k | 1.5k | 210.30 |
More positions owned by Breakwater Investment Management
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