iShares Russell 2000 Index shares owned by BT Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BT Wealth Management
from 13F filings
Historical chart of BT Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by BT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $2.8M | 16k | 169.36 |
| 2022-03-31 | $3.4M | 16k | 205.29 |
| 2021-12-31 | $3.6M | 16k | 222.43 |
| 2021-09-30 | $3.6M | 16k | 218.73 |
| 2021-06-30 | $4.3M | 19k | 229.39 |
| 2021-03-31 | $4.6M | 21k | 220.93 |
| 2020-12-31 | $4.7M | 24k | 196.05 |
| 2020-09-30 | $3.6M | 24k | 149.80 |
| 2020-06-30 | $3.7M | 26k | 143.17 |
| 2020-03-31 | $3.4M | 30k | 114.47 |
| 2019-12-31 | $5.1M | 31k | 165.68 |
| 2019-09-30 | $4.7M | 31k | 151.33 |
| 2019-06-30 | $4.7M | 31k | 149.32 |
| 2019-03-31 | $4.8M | 31k | 153.10 |
| 2018-12-31 | $6.1M | 40k | 153.78 |
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