Carolinas Wealth Consulting »

iShares Russell 2000 Index shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 16k 164.52
2023-06-30 $3.5M 19k 187.27
2023-03-31 $3.4M 19k 178.40
2022-12-31 $3.4M 20k 174.36
2022-09-30 $3.2M 19k 164.91
2022-06-30 $3.2M 19k 169.35
2022-03-31 $3.9M 19k 205.27
2021-12-31 $4.1M 19k 222.43
2021-09-30 $4.6M 21k 218.74
2021-06-30 $4.8M 21k 229.36
2021-03-31 $5.3M 24k 220.93
2020-12-31 $4.8M 25k 196.05
2020-09-30 $4.0M 27k 149.79
2020-06-30 $3.7M 26k 143.17
2020-03-31 $3.0M 26k 114.41
2019-12-31 $1.1M 6.6k 164.91