iShares Russell 2000 Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 24k | 45.32 |
| 2024-06-30 | $322k | 1.6k | 202.84 |
| 2024-03-31 | $426k | 2.0k | 210.34 |
| 2023-12-31 | $379k | 1.9k | 200.71 |
| 2023-06-30 | $303k | 1.6k | 187.23 |
| 2023-03-31 | $463k | 2.6k | 178.37 |
| 2022-12-31 | $406k | 2.3k | 174.37 |
| 2022-09-30 | $448k | 2.7k | 164.65 |
| 2022-06-30 | $461k | 2.7k | 169.30 |
| 2022-03-31 | $1.0M | 5.0k | 205.17 |
| 2021-12-31 | $1.1M | 4.9k | 222.45 |
| 2021-09-30 | $2.5M | 11k | 218.71 |
| 2021-06-30 | $7.5M | 33k | 229.51 |
| 2021-03-31 | $9.6M | 44k | 220.95 |
| 2020-12-31 | $13M | 65k | 196.06 |
| 2020-09-30 | $12M | 83k | 149.79 |
| 2020-06-30 | $13M | 90k | 143.18 |
| 2020-03-31 | $11M | 96k | 114.47 |
| 2019-12-31 | $15M | 93k | 165.67 |
| 2019-09-30 | $14M | 94k | 151.34 |
| 2019-06-30 | $14M | 88k | 155.50 |
| 2019-03-31 | $13M | 86k | 153.09 |
| 2018-12-31 | $11M | 85k | 133.90 |
| 2018-09-30 | $15M | 86k | 168.55 |
| 2018-06-30 | $15M | 89k | 167.57 |
| 2018-03-31 | $10M | 66k | 151.82 |
| 2017-12-31 | $9.6M | 61k | 159.14 |