iShares Russell 2000 Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 14k | 241.96 |
| 2025-06-30 | $3.2M | 15k | 215.79 |
| 2025-03-31 | $4.1M | 20k | 199.49 |
| 2024-12-31 | $4.9M | 22k | 220.96 |
| 2024-09-30 | $5.2M | 23k | 220.89 |
| 2024-06-30 | $5.4M | 27k | 202.89 |
| 2024-03-31 | $7.4M | 35k | 210.30 |
| 2023-09-30 | $6.3M | 35k | 176.74 |
| 2023-06-30 | $2.9M | 16k | 187.27 |
| 2023-03-31 | $767k | 4.3k | 178.39 |
| 2022-12-31 | $716k | 4.1k | 174.38 |
| 2022-09-30 | $767k | 4.7k | 164.88 |
| 2022-06-30 | $874k | 5.2k | 169.35 |
| 2022-03-31 | $1.1M | 5.1k | 205.19 |
| 2021-12-31 | $1.1M | 4.9k | 222.44 |
| 2021-06-30 | $931k | 4.1k | 229.42 |
| 2021-03-31 | $977k | 4.4k | 220.94 |
| 2020-12-31 | $701k | 3.6k | 195.92 |
| 2020-09-30 | $529k | 3.5k | 149.90 |
| 2020-06-30 | $610k | 4.3k | 143.26 |
| 2020-03-31 | $507k | 4.4k | 114.47 |
| 2019-12-31 | $628k | 3.8k | 165.79 |
| 2019-09-30 | $456k | 3.0k | 151.24 |
| 2018-09-30 | $218k | 1.3k | 168.60 |
| 2018-06-30 | $212k | 1.3k | 164.09 |