iShares Russell 2000 Index shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.1M | 28k | 220.89 |
| 2024-06-30 | $5.8M | 29k | 202.89 |
| 2024-03-31 | $8.4M | 40k | 210.30 |
| 2023-12-31 | $12M | 60k | 200.71 |
| 2023-09-30 | $11M | 59k | 176.74 |
| 2023-06-30 | $11M | 61k | 187.27 |
| 2023-03-31 | $10M | 57k | 178.40 |
| 2022-12-31 | $9.6M | 55k | 174.36 |
| 2022-09-30 | $9.4M | 57k | 164.93 |
| 2022-06-30 | $9.6M | 56k | 169.37 |
| 2022-03-31 | $11M | 53k | 205.27 |
| 2021-12-31 | $11M | 51k | 222.46 |
| 2021-09-30 | $11M | 51k | 218.76 |
| 2021-06-30 | $11M | 50k | 229.38 |
| 2021-03-31 | $12M | 52k | 220.94 |
| 2020-12-31 | $12M | 62k | 196.05 |
| 2020-09-30 | $9.3M | 62k | 149.79 |
| 2020-06-30 | $9.2M | 64k | 143.17 |
| 2020-03-31 | $7.0M | 62k | 114.47 |
| 2019-12-31 | $7.3M | 44k | 165.66 |
| 2019-09-30 | $6.6M | 44k | 151.35 |
| 2019-06-30 | $6.7M | 43k | 155.49 |
| 2019-03-31 | $6.5M | 43k | 153.09 |
| 2018-12-31 | $5.3M | 40k | 133.90 |
| 2018-09-30 | $7.0M | 41k | 168.56 |
| 2018-06-30 | $7.1M | 44k | 163.77 |
| 2018-03-31 | $6.5M | 43k | 151.83 |
| 2017-12-31 | $8.7M | 57k | 152.46 |
| 2017-09-30 | $8.4M | 57k | 148.18 |
| 2017-06-30 | $7.9M | 56k | 140.92 |
| 2017-03-31 | $7.5M | 55k | 137.49 |
| 2016-12-31 | $7.8M | 58k | 134.85 |
| 2016-09-30 | $78k | 9.7k | 8.05 |
| 2016-06-30 | $10M | 88k | 114.97 |
| 2016-03-31 | $9.8M | 88k | 110.63 |
| 2015-12-31 | $12M | 108k | 112.62 |
| 2015-09-30 | $10M | 92k | 109.20 |
| 2015-06-30 | $12M | 93k | 124.86 |
| 2015-03-31 | $12M | 93k | 124.37 |
| 2014-12-31 | $2.9M | 24k | 119.61 |
| 2014-09-30 | $2.7M | 25k | 109.36 |
| 2014-06-30 | $2.9M | 24k | 118.83 |
| 2014-03-31 | $2.8M | 24k | 116.33 |
| 2013-12-31 | $2.9M | 25k | 115.35 |
| 2013-09-30 | $3.4M | 32k | 106.60 |
| 2013-06-30 | $3.1M | 32k | 97.00 |