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iShares Russell 2000 Index shares owned by Blodgett Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Blodgett Wealth Advisors from 13F filings

Historical chart of Blodgett Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Blodgett Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Blodgett Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $634k 3.0k 210.30
2023-12-31 $605k 3.0k 200.71
2023-09-30 $886k 5.0k 176.74
2023-06-30 $939k 5.0k 187.27
2023-03-31 $895k 5.0k 178.40
2022-12-31 $895k 5.1k 174.36
2022-09-30 $1.2M 7.3k 164.86
2022-06-30 $1.3M 7.9k 169.36
2022-03-31 $2.2M 11k 205.31
2021-12-31 $2.6M 12k 222.41