iShares Russell 2000 Index shares owned by Burleson & Company
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Burleson & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $276k | 1.6k | 174.38 |
| 2022-09-30 | $260k | 1.6k | 164.97 |
| 2022-06-30 | $273k | 1.6k | 169.46 |
| 2022-03-31 | $323k | 1.6k | 205.34 |
| 2021-12-31 | $365k | 1.6k | 222.56 |
| 2021-09-30 | $357k | 1.6k | 218.48 |
| 2021-06-30 | $375k | 1.6k | 229.50 |
| 2021-03-31 | $363k | 1.6k | 220.67 |
| 2020-12-31 | $403k | 2.1k | 196.11 |
| 2020-09-30 | $354k | 2.2k | 163.81 |
| 2020-06-30 | $1.1M | 6.8k | 156.11 |
| 2020-03-31 | $3.6M | 27k | 132.35 |
| 2019-12-31 | $9.2M | 55k | 167.55 |
| 2019-09-30 | $8.3M | 54k | 154.39 |
| 2019-06-30 | $5.3M | 34k | 154.29 |
| 2019-03-31 | $5.3M | 33k | 160.53 |
| 2018-12-31 | $2.0M | 13k | 156.78 |
| 2018-06-30 | $209k | 1.3k | 163.79 |