iShares Russell 2000 Index shares owned by Centerpoint Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Centerpoint Advisors
from 13F filings
Historical chart of Centerpoint Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Centerpoint Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Centerpoint Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 74 | 243.24 |
| 2025-06-30 | $31k | 144 | 215.28 |
| 2025-03-31 | $29k | 144 | 201.39 |
| 2024-12-31 | $28k | 125 | 224.00 |
| 2024-09-30 | $28k | 125 | 224.00 |
| 2024-06-30 | $29k | 145 | 200.00 |
| 2024-03-31 | $4.0k | 20 | 200.00 |
| 2023-12-31 | $4.0k | 20 | 200.00 |
| 2023-09-30 | $4.0k | 20 | 200.00 |
| 2023-06-30 | $4.0k | 20 | 200.00 |
| 2023-03-31 | $4.0k | 20 | 200.00 |
| 2022-12-31 | $4.0k | 21 | 190.48 |
| 2022-09-30 | $3.0k | 20 | 150.00 |
| 2022-06-30 | $3.0k | 20 | 150.00 |
| 2022-03-31 | $4.0k | 20 | 200.00 |
| 2021-12-31 | $4.0k | 20 | 200.00 |
| 2021-09-30 | $4.0k | 20 | 200.00 |
| 2021-06-30 | $5.0k | 20 | 250.00 |
| 2021-03-31 | $6.0k | 25 | 240.00 |
| 2020-12-31 | $4.0k | 20 | 200.00 |
| 2020-09-30 | $3.0k | 20 | 150.00 |
| 2020-06-30 | $3.0k | 20 | 150.00 |
| 2020-03-31 | $2.0k | 20 | 100.00 |