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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
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Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index