iShares Russell 2000 Index shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Cfm Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $265k | 1.2k | 220.96 |
2024-09-30 | $265k | 1.2k | 220.89 |
2024-06-30 | $243k | 1.2k | 202.89 |
2023-12-31 | $205k | 1.0k | 200.71 |
2022-03-31 | $225k | 1.1k | 205.10 |
2021-12-31 | $236k | 1.0k | 224.98 |
2021-09-30 | $258k | 1.2k | 218.27 |
2021-06-30 | $271k | 1.2k | 229.27 |
2021-03-31 | $291k | 1.3k | 220.62 |
2020-12-31 | $259k | 1.3k | 196.36 |
2020-06-30 | $188k | 1.3k | 142.53 |
2020-03-31 | $151k | 1.3k | 114.48 |
2019-12-31 | $224k | 1.3k | 169.83 |