iShares Russell 2000 Index shares owned by Burling Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Burling Wealth Partners
from 13F filings
Historical chart of Burling Wealth Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Burling Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 32k | 241.96 |
| 2025-06-30 | $6.6M | 30k | 215.79 |
| 2025-03-31 | $6.2M | 31k | 199.49 |