iShares Russell 2000 Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 10k | 241.96 |
| 2025-06-30 | $2.2M | 10k | 215.79 |
| 2025-03-31 | $3.2M | 16k | 199.49 |
| 2024-12-31 | $5.4M | 24k | 220.96 |
| 2024-09-30 | $3.5M | 16k | 220.89 |
| 2024-06-30 | $4.9M | 24k | 202.89 |
| 2024-03-31 | $3.3M | 16k | 210.30 |
| 2023-12-31 | $2.0M | 9.8k | 200.71 |
| 2023-09-30 | $2.6M | 15k | 176.74 |
| 2023-06-30 | $2.8M | 15k | 187.27 |
| 2023-03-31 | $4.2M | 24k | 178.40 |
| 2022-12-31 | $2.7M | 15k | 174.34 |
| 2022-09-30 | $2.3M | 14k | 164.91 |
| 2022-06-30 | $2.2M | 13k | 169.34 |
| 2022-03-31 | $2.5M | 12k | 205.26 |
| 2021-12-31 | $1.9M | 8.6k | 222.40 |
| 2021-09-30 | $1.6M | 7.5k | 218.79 |
| 2021-06-30 | $1.6M | 7.0k | 229.31 |
| 2021-03-31 | $1.6M | 7.1k | 220.98 |
| 2020-12-31 | $1.3M | 6.7k | 196.02 |
| 2020-09-30 | $1.0M | 6.7k | 149.75 |
| 2020-06-30 | $946k | 6.6k | 143.14 |
| 2020-03-31 | $766k | 6.7k | 114.40 |
| 2019-12-31 | $979k | 5.9k | 165.74 |
| 2019-09-30 | $875k | 5.8k | 151.33 |
| 2019-06-30 | $892k | 5.7k | 155.43 |
| 2019-03-31 | $872k | 5.7k | 153.06 |
| 2018-12-31 | $1.9M | 14k | 133.91 |
| 2018-06-30 | $646k | 3.9k | 163.88 |
| 2018-03-31 | $613k | 4.0k | 151.88 |
| 2017-12-31 | $549k | 3.6k | 152.50 |
| 2017-09-30 | $563k | 3.8k | 148.20 |
| 2017-06-30 | $473k | 3.4k | 140.94 |
| 2017-03-31 | $392k | 2.9k | 137.50 |
| 2016-12-31 | $362k | 2.7k | 134.72 |
| 2016-09-30 | $336k | 2.7k | 124.35 |
| 2016-06-30 | $306k | 2.7k | 114.95 |
| 2016-03-31 | $349k | 3.2k | 110.76 |
| 2015-12-31 | $269k | 2.6k | 102.87 |
| 2012-03-31 | $356k | 4.3k | 82.89 |
| 2011-12-31 | $317k | 4.3k | 73.81 |
| 2011-06-30 | $782k | 10k | 78.20 |