iShares Russell 2000 Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core 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 Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Core Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $978k | 4.6k | 210.30 |
2023-09-30 | $975k | 5.5k | 176.74 |
2023-06-30 | $1.0M | 5.5k | 187.27 |
2023-03-31 | $984k | 5.5k | 178.40 |
2022-12-31 | $1.1M | 6.5k | 174.36 |
2022-09-30 | $929k | 5.6k | 164.86 |
2022-06-30 | $954k | 5.6k | 169.30 |
2022-03-31 | $1.1M | 5.5k | 205.31 |
2021-12-31 | $1.2M | 5.6k | 222.52 |
2021-09-30 | $1.2M | 5.6k | 218.74 |
2021-06-30 | $1.3M | 5.5k | 229.42 |
2021-03-31 | $1.4M | 6.3k | 220.87 |
2020-12-31 | $1.3M | 6.7k | 196.00 |
2020-09-30 | $1.1M | 7.3k | 149.77 |
2020-06-30 | $1.1M | 7.6k | 143.16 |
2020-03-31 | $2.1M | 18k | 114.48 |
2019-12-31 | $3.0M | 18k | 165.66 |