iShares Russell 2000 Index shares owned by Caerus Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Caerus Investment Advisors
from 13F filings
Historical chart of Caerus Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Caerus Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 31k | 241.96 |
| 2025-06-30 | $6.6M | 31k | 215.79 |
| 2025-03-31 | $6.1M | 31k | 199.49 |
| 2024-12-31 | $6.8M | 31k | 220.96 |
| 2024-09-30 | $6.8M | 31k | 220.89 |
| 2024-06-30 | $6.3M | 31k | 202.89 |
| 2024-03-31 | $6.5M | 31k | 210.30 |
| 2023-12-31 | $6.3M | 32k | 200.71 |
| 2023-09-30 | $5.6M | 32k | 176.74 |
| 2023-06-30 | $6.0M | 32k | 187.27 |
| 2023-03-31 | $5.8M | 32k | 178.40 |
| 2022-12-31 | $5.6M | 32k | 174.36 |
| 2022-09-30 | $5.4M | 33k | 164.93 |
| 2022-06-30 | $5.5M | 33k | 169.36 |
| 2022-03-31 | $5.9M | 34k | 174.89 |
| 2021-12-31 | $6.6M | 30k | 222.44 |
More positions owned by Caerus Investment Advisors
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