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iShares Russell 2000 Index shares owned by Capital Advantage

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Capital Advantage from 13F filings

Historical chart of Capital Advantage investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Capital Advantage

Quarter filed Position value Share count Share price at filing
2023-06-30 $2.8M 15k 187.87
2023-03-31 $2.6M 15k 175.35
2022-12-31 $2.6M 15k 174.36
2022-09-30 $2.5M 15k 164.95
2022-06-30 $2.5M 15k 169.38
2022-03-31 $3.1M 15k 205.29
2021-12-31 $3.1M 15k 207.84
2021-09-30 $3.3M 15k 218.71
2021-06-30 $3.4M 15k 229.35
2021-03-31 $3.3M 15k 220.98
2020-12-31 $2.9M 15k 196.49
2020-09-30 $2.4M 15k 160.04
2020-06-30 $2.1M 15k 143.18
2020-03-31 $1.8M 15k 122.09
2019-12-31 $2.5M 15k 165.41
2019-09-30 $2.2M 15k 151.32
2019-03-31 $2.5M 16k 153.08
2018-12-31 $2.2M 16k 133.89
2018-09-30 $2.7M 16k 168.55
2018-06-30 $2.7M 16k 163.77
2018-03-31 $2.5M 16k 151.83
2017-12-31 $2.5M 16k 152.44
2017-09-30 $2.4M 16k 148.17
2017-06-30 $2.3M 16k 140.92
2017-03-31 $2.2M 16k 137.47
2016-12-31 $2.1M 16k 134.82
2016-09-30 $2.0M 16k 124.22
2016-06-30 $1.8M 16k 114.99
2016-03-31 $1.8M 16k 110.60
2015-12-31 $1.8M 16k 112.60
2015-09-30 $1.8M 16k 109.18
2015-06-30 $2.0M 16k 124.85
2015-03-31 $2.2M 18k 124.38
2014-12-31 $2.2M 18k 119.62
2014-09-30 $1.9M 18k 109.34
2014-06-30 $2.1M 18k 118.83
2014-03-31 $2.1M 18k 116.32
2013-12-31 $2.0M 18k 115.34