iShares Russell 2000 Index shares owned by Aveo Capital Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Aveo Capital Partners
from 13F filings
Historical chart of Aveo Capital 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 Aveo Capital 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 Aveo Capital Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $4.8M | 24k | 200.71 |
2023-06-30 | $905k | 4.8k | 187.27 |
2023-03-31 | $212k | 1.2k | 178.40 |
2022-09-30 | $582k | 3.5k | 164.87 |
2022-06-30 | $758k | 4.5k | 169.27 |
2022-03-31 | $875k | 4.3k | 205.30 |
2021-12-31 | $935k | 4.2k | 222.41 |
2021-09-30 | $4.3M | 20k | 218.75 |
2021-06-30 | $958k | 4.2k | 229.46 |
2021-03-31 | $586k | 2.7k | 220.88 |
2018-06-30 | $334k | 2.0k | 163.97 |
2018-03-31 | $408k | 2.7k | 151.79 |
2017-12-31 | $413k | 2.7k | 152.57 |
2017-09-30 | $404k | 2.7k | 148.31 |
2017-06-30 | $392k | 2.8k | 140.96 |
2017-03-31 | $481k | 3.5k | 137.59 |
2016-12-31 | $9.5M | 71k | 134.85 |