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iShares Russell 2000 Index shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 1.2k 210.30
2022-03-31 $213k 1.0k 205.40
2021-12-31 $479k 2.2k 222.27
2021-09-30 $473k 2.2k 218.88
2021-06-30 $490k 2.1k 229.40
2021-03-31 $1.8M 8.2k 220.89
2020-12-31 $1.5M 7.7k 196.02
2020-09-30 $1.0M 7.0k 149.84
2020-06-30 $883k 6.2k 143.23
2020-03-31 $997k 8.7k 114.47
2019-12-31 $2.6M 16k 165.66
2019-09-30 $2.4M 16k 151.32
2019-06-30 $2.6M 17k 155.51
2019-03-31 $2.3M 15k 153.10
2018-12-31 $1.7M 13k 133.92
2018-09-30 $2.5M 15k 168.54
2018-06-30 $2.3M 14k 163.79
2018-03-31 $1.8M 12k 151.82
2017-12-31 $1.6M 10k 152.48