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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Caerus Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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