iShares Russell 2000 Index shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 2.6k | 241.97 |
| 2025-06-30 | $422k | 2.0k | 215.81 |
| 2025-03-31 | $542k | 4.2k | 128.86 |
| 2024-12-31 | $431k | 2.0k | 220.99 |
| 2024-09-30 | $433k | 3.1k | 137.50 |
| 2024-06-30 | $394k | 1.9k | 202.88 |
| 2024-03-31 | $408k | 1.9k | 210.32 |
| 2023-12-31 | $389k | 1.9k | 200.69 |
| 2023-09-30 | $341k | 1.9k | 176.72 |
| 2023-06-30 | $362k | 1.9k | 187.25 |
| 2023-03-31 | $344k | 1.9k | 178.42 |
| 2022-12-31 | $336k | 1.9k | 174.35 |
More positions owned by Capital Performance Advisors
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