iShares Russell 2000 Index shares owned by Brendel Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Brendel Financial Advisors
from 13F filings
Historical chart of Brendel Financial Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Brendel Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Brendel Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $767k | 3.5k | 220.85 |
2024-06-30 | $731k | 3.6k | 202.94 |
2023-12-31 | $778k | 3.9k | 200.72 |
2021-06-30 | $39k | 170 | 229.41 |
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