iShares Russell 2000 Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital 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 Capital 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 Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 1.6k | 242.03 |
| 2025-06-30 | $270k | 1.3k | 215.87 |
| 2025-03-31 | $250k | 1.3k | 199.57 |
| 2024-12-31 | $320k | 1.4k | 220.95 |
| 2024-09-30 | $266k | 1.2k | 220.87 |
| 2024-06-30 | $221k | 1.1k | 202.87 |
| 2021-12-31 | $379k | 1.7k | 222.68 |
| 2021-06-30 | $478k | 2.1k | 229.37 |