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iShares Russell 2000 Index shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Carroll Financial Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $868k 3.9k 224.06
2021-09-30 $793k 3.6k 218.58
2021-06-30 $832k 3.6k 229.33
2021-03-31 $714k 3.2k 220.64
2020-12-31 $1.2M 6.2k 196.02
2020-09-30 $411k 2.7k 149.51
2020-06-30 $397k 2.8k 142.91
2020-03-31 $276k 2.4k 114.19
2019-12-31 $488k 2.9k 165.59
2019-09-30 $452k 3.0k 151.17
2019-06-30 $508k 3.3k 155.45
2019-03-31 $557k 3.6k 152.94
2018-12-31 $292k 2.1k 139.38
2018-09-30 $284k 1.7k 168.35
2018-06-30 $253k 1.5k 163.54
2018-03-31 $303k 2.0k 151.73
2017-12-31 $265k 1.7k 152.12
2017-09-30 $269k 1.8k 150.03
2017-06-30 $131k 930 140.86
2017-03-31 $77k 564 136.52
2016-12-31 $76k 563 134.99
2016-09-30 $66k 535 123.36
2016-06-30 $62k 544 113.97
2016-03-31 $44k 403 109.18
2015-12-31 $45k 403 111.66
2015-09-30 $53k 472 112.29
2015-06-30 $50k 403 124.07
2015-03-31 $47k 375 125.33
2014-12-31 $15k 129 116.28
2014-09-30 $27k 238 113.45
2014-06-30 $28k 238 117.65
2014-03-31 $15k 129 116.28
2013-12-31 $14k 129 108.53
2013-09-30 $13k 129 100.78
2013-06-30 $129 13 9.92
2012-12-31 $6.3k 75 84.32

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

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