iShares Russell 2000 Index shares owned by Brown Financial Advisory
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Brown Financial Advisory
from 13F filings
Historical chart of Brown Financial Advisory investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Brown Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $437k | 2.0k | 220.89 |
| 2024-06-30 | $402k | 2.0k | 202.89 |
| 2024-03-31 | $416k | 2.0k | 210.30 |
| 2023-12-31 | $397k | 2.0k | 200.71 |
| 2023-09-30 | $350k | 2.0k | 176.74 |
| 2023-06-30 | $373k | 2.0k | 187.32 |
| 2023-03-31 | $378k | 2.1k | 178.44 |
| 2022-12-31 | $351k | 2.0k | 174.40 |
| 2022-09-30 | $339k | 2.1k | 164.88 |
| 2022-06-30 | $706k | 4.2k | 169.30 |
| 2022-03-31 | $898k | 4.4k | 205.26 |
| 2021-12-31 | $1.0M | 4.6k | 222.46 |
| 2021-09-30 | $1.0M | 4.6k | 218.78 |
| 2021-06-30 | $1.1M | 4.9k | 229.37 |
| 2021-03-31 | $1.1M | 5.0k | 220.90 |
| 2020-12-31 | $1.4M | 7.0k | 196.08 |