iShares Russell 2000 Index shares owned by Baldwin Brothers
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Baldwin Brothers
from 13F filings
Historical chart of Baldwin Brothers investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Baldwin Brothers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $271k | 1.3k | 210.30 |
| 2023-12-31 | $382k | 1.9k | 200.71 |
| 2023-09-30 | $349k | 2.0k | 176.74 |
| 2023-06-30 | $369k | 2.0k | 187.27 |
| 2023-03-31 | $352k | 2.0k | 178.40 |
| 2022-12-31 | $346k | 2.0k | 174.36 |
| 2022-09-30 | $327k | 2.0k | 164.72 |
| 2022-06-30 | $337k | 2.0k | 170.00 |
| 2022-03-31 | $416k | 2.0k | 210.00 |
| 2021-12-31 | $431k | 2.0k | 220.00 |
| 2021-09-30 | $412k | 1.9k | 220.00 |
| 2021-06-30 | $370k | 1.6k | 230.00 |
| 2021-03-31 | $304k | 1.4k | 220.00 |
| 2020-12-31 | $217k | 1.1k | 200.00 |
| 2020-09-30 | $163k | 1.1k | 150.00 |
| 2020-06-30 | $156k | 1.1k | 140.00 |
| 2020-03-31 | $165k | 1.5k | 110.00 |
| 2019-12-31 | $279k | 1.6k | 170.00 |
| 2019-09-30 | $224k | 1.5k | 150.00 |
| 2019-06-30 | $243k | 1.5k | 160.00 |
| 2019-03-31 | $329k | 2.2k | 150.00 |
| 2018-12-31 | $194k | 1.5k | 130.00 |
| 2018-09-30 | $112k | 660 | 170.00 |
| 2018-06-30 | $56k | 340 | 164.71 |
| 2018-03-31 | $57k | 375 | 152.00 |
| 2017-12-31 | $123k | 805 | 152.80 |
| 2017-09-30 | $130k | 875 | 148.57 |
| 2017-06-30 | $123k | 875 | 140.57 |
| 2017-03-31 | $120k | 875 | 137.14 |
| 2016-12-31 | $126k | 935 | 134.76 |
| 2016-09-30 | $116k | 935 | 124.06 |
| 2016-06-30 | $108k | 935 | 115.51 |
| 2016-03-31 | $115k | 1.0k | 111.11 |
| 2015-12-31 | $212k | 1.9k | 112.47 |
| 2015-09-30 | $226k | 2.1k | 109.18 |
| 2015-06-30 | $258k | 2.1k | 124.64 |
| 2015-03-31 | $257k | 2.1k | 124.15 |
| 2014-12-31 | $279k | 2.3k | 119.69 |
| 2014-09-30 | $298k | 2.7k | 109.36 |
| 2014-06-30 | $336k | 2.8k | 118.94 |
| 2014-03-31 | $329k | 2.8k | 116.46 |
| 2013-12-31 | $369k | 3.2k | 115.49 |
| 2013-09-30 | $341k | 3.2k | 106.73 |
| 2013-06-30 | $310k | 3.2k | 97.03 |
| 2012-12-31 | $260k | 3.1k | 84.31 |
| 2012-09-30 | $257k | 3.1k | 83.33 |
| 2012-06-30 | $245k | 3.1k | 79.44 |
| 2012-03-31 | $255k | 3.1k | 82.68 |
| 2011-12-31 | $323k | 4.4k | 73.85 |
| 2011-09-30 | $302k | 4.7k | 64.20 |
| 2011-06-30 | $389k | 4.7k | 82.70 |
| 2011-03-31 | $396k | 4.7k | 84.18 |
| 2010-12-31 | $368k | 4.7k | 78.23 |