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 |
|---|---|---|---|
| 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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