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iShares Russell 2000 Index shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 40k 200.71
2023-09-30 $7.1M 40k 176.74
2023-06-30 $7.5M 40k 187.27
2023-03-31 $7.2M 40k 178.40
2022-12-31 $8.0M 46k 174.36
2022-06-30 $7.4M 44k 169.35
2022-03-31 $9.7M 47k 205.27
2021-12-31 $10M 46k 222.46
2021-09-30 $10M 46k 218.76
2021-06-30 $11M 46k 229.36
2021-03-31 $10M 46k 220.94
2020-12-31 $2.9M 15k 196.07
2020-09-30 $2.4M 16k 149.81
2020-06-30 $2.4M 17k 143.17
2019-12-31 $3.0M 18k 165.65
2019-09-30 $2.5M 17k 151.33
2019-06-30 $2.1M 13k 155.50
2019-03-31 $2.1M 14k 153.06
2018-12-31 $1.9M 14k 133.89
2018-09-30 $2.2M 13k 168.58
2018-06-30 $2.1M 13k 163.78
2018-03-31 $1.9M 13k 151.86
2017-12-31 $1.9M 13k 152.44
2017-09-30 $2.1M 14k 148.20
2017-06-30 $2.0M 14k 140.93
2017-03-31 $2.0M 14k 137.50
2016-12-31 $1.9M 14k 134.83
2016-09-30 $1.6M 13k 124.19
2016-06-30 $1.6M 14k 115.00
2016-03-31 $1.7M 16k 110.65
2015-12-31 $2.3M 21k 112.62
2015-09-30 $2.9M 26k 109.19
2015-06-30 $1.9M 15k 124.85
2015-03-31 $1.9M 16k 124.37
2014-12-31 $2.0M 17k 119.61
2014-09-30 $1.6M 14k 109.38
2014-06-30 $1.5M 13k 118.84
2014-03-31 $1.6M 14k 116.34
2013-12-31 $1.3M 11k 115.32
2013-09-30 $1.3M 12k 106.62

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index