iShares Russell 2000 Index shares owned by Core Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners 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 Partners 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 Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $230k | 1.1k | 210.31 |
2023-12-31 | $219k | 1.1k | 200.79 |