iShares Russell 2000 Index shares owned by Burkett Financial Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Burkett Financial Services
from 13F filings
Historical chart of Burkett Financial Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Burkett Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 188 | 241.74 |
| 2025-06-30 | $40k | 187 | 216.15 |
| 2025-03-31 | $37k | 187 | 199.28 |
| 2024-12-31 | $41k | 186 | 221.41 |
| 2024-09-30 | $41k | 186 | 220.65 |
| 2024-06-30 | $38k | 185 | 203.07 |
| 2024-03-31 | $39k | 185 | 209.89 |
| 2023-12-31 | $37k | 184 | 200.91 |
More positions owned by Burkett Financial Services
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