iShares Russell 2000 Index shares owned by Certified Advisory Corp
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Certified Advisory Corp
from 13F filings
Historical chart of Certified Advisory Corp investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Certified Advisory Corp consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Certified Advisory Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $666k | 3.0k | 220.96 |
| 2024-09-30 | $661k | 3.0k | 220.89 |
| 2024-06-30 | $607k | 3.0k | 202.89 |
| 2024-03-31 | $629k | 3.0k | 210.30 |
| 2023-12-31 | $586k | 2.9k | 200.71 |
| 2023-09-30 | $834k | 4.7k | 176.74 |
| 2023-06-30 | $439k | 2.3k | 187.29 |
| 2023-03-31 | $1.9M | 10k | 178.41 |
| 2022-12-31 | $1.7M | 9.7k | 174.37 |
| 2022-09-30 | $1.6M | 9.6k | 164.92 |
| 2022-06-30 | $1.6M | 9.3k | 169.38 |
| 2022-03-31 | $2.2M | 11k | 205.30 |
| 2021-12-31 | $5.1M | 23k | 222.43 |
| 2021-09-30 | $4.9M | 22k | 218.74 |
| 2021-06-30 | $4.7M | 21k | 229.38 |
| 2021-03-31 | $4.0M | 18k | 220.93 |
| 2020-06-30 | $2.2M | 15k | 143.20 |
| 2020-03-31 | $1.6M | 14k | 114.43 |
| 2019-12-31 | $1.2M | 7.0k | 165.67 |
| 2019-09-30 | $630k | 4.2k | 151.41 |
| 2019-06-30 | $659k | 4.2k | 155.57 |
| 2019-03-31 | $664k | 4.3k | 153.10 |
| 2018-12-31 | $537k | 4.0k | 133.95 |
| 2018-09-30 | $696k | 4.1k | 168.60 |
| 2018-06-30 | $610k | 3.7k | 163.85 |
| 2018-03-31 | $493k | 3.2k | 151.83 |
| 2017-12-31 | $293k | 1.9k | 152.29 |