iShares Russell 2000 Index shares owned by Central Valley Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Central Valley Advisors
from 13F filings
Historical chart of Central Valley Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Central Valley Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $270k | 1.1k | 246.06 |
| 2025-09-30 | $725k | 3.0k | 241.93 |
| 2025-06-30 | $646k | 3.0k | 215.80 |
| 2025-03-31 | $602k | 3.0k | 199.46 |
| 2024-12-31 | $691k | 3.1k | 220.99 |
| 2024-09-30 | $11M | 50k | 220.89 |
| 2024-06-30 | $9.7M | 47k | 205.20 |
| 2024-03-31 | $9.4M | 45k | 210.30 |
| 2023-12-31 | $8.3M | 41k | 200.71 |