iShares Russell 2000 Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.6k | 250.30 |
| 2025-06-30 | $1.0M | 4.6k | 221.56 |
| 2025-03-31 | $867k | 4.7k | 184.97 |
| 2024-12-31 | $1.1M | 4.7k | 229.42 |
| 2024-09-30 | $1.1M | 4.9k | 220.09 |
| 2024-06-30 | $1.1M | 4.8k | 222.55 |
| 2024-03-31 | $884k | 4.5k | 196.50 |
| 2023-12-31 | $863k | 4.4k | 194.35 |
| 2023-09-30 | $742k | 4.5k | 163.71 |
| 2023-06-30 | $885k | 4.6k | 194.16 |
| 2023-03-31 | $799k | 4.6k | 174.41 |
| 2022-12-31 | $969k | 5.1k | 189.59 |
| 2022-09-30 | $956k | 5.5k | 172.72 |
| 2022-06-30 | $920k | 5.2k | 175.61 |
| 2022-03-31 | $1.0M | 5.2k | 197.90 |
| 2021-12-31 | $1.1M | 5.4k | 198.81 |
| 2021-09-30 | $1.1M | 4.7k | 242.59 |
| 2021-06-30 | $983k | 4.6k | 215.05 |
| 2021-03-31 | $1.1M | 4.6k | 228.37 |
| 2020-12-31 | $879k | 4.1k | 213.40 |
| 2020-09-30 | $711k | 4.1k | 172.66 |
| 2020-06-30 | $647k | 4.3k | 149.46 |
| 2020-03-31 | $579k | 4.3k | 135.50 |
| 2019-12-31 | $685k | 4.2k | 163.45 |
| 2019-09-30 | $1.2M | 8.2k | 147.66 |
| 2019-06-30 | $1.3M | 8.3k | 154.19 |
| 2019-03-31 | $1.2M | 8.1k | 153.08 |
| 2018-12-31 | $360k | 2.7k | 133.88 |
| 2018-09-30 | $428k | 2.5k | 168.31 |
| 2018-06-30 | $434k | 2.6k | 165.84 |
| 2018-03-31 | $393k | 2.6k | 150.17 |
| 2017-12-31 | $357k | 2.3k | 152.43 |
| 2017-09-30 | $335k | 2.3k | 147.90 |
| 2017-06-30 | $268k | 1.9k | 140.83 |
| 2017-03-31 | $261k | 1.9k | 137.15 |
| 2016-12-31 | $236k | 1.8k | 134.70 |
| 2016-09-30 | $217k | 1.8k | 123.93 |
| 2016-06-30 | $205k | 1.8k | 114.85 |
| 2015-06-30 | $276k | 2.2k | 125.06 |
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