iShares Russell 2000 Index shares owned by Claro Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Claro Advisors
from 13F filings
Historical chart of Claro Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Claro Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.2M | 10k | 220.96 |
| 2024-09-30 | $289k | 5.9k | 49.08 |
| 2024-06-30 | $1.9M | 9.5k | 202.88 |
| 2024-03-31 | $3.0M | 14k | 210.29 |
| 2023-12-31 | $3.5M | 17k | 200.71 |
| 2023-09-30 | $2.9M | 17k | 176.74 |
| 2023-06-30 | $3.1M | 16k | 187.27 |
| 2023-03-31 | $2.9M | 16k | 178.41 |
| 2022-12-31 | $3.0M | 17k | 174.38 |
| 2022-09-30 | $2.9M | 17k | 169.37 |
| 2022-06-30 | $2.9M | 17k | 169.37 |
| 2022-03-31 | $4.2M | 19k | 222.47 |
| 2021-12-31 | $4.2M | 19k | 222.47 |
| 2021-09-30 | $3.8M | 18k | 218.75 |
| 2021-06-30 | $3.6M | 16k | 229.38 |
| 2021-03-31 | $3.4M | 15k | 220.91 |
| 2020-12-31 | $2.9M | 15k | 196.07 |
| 2020-09-30 | $2.0M | 14k | 149.78 |
| 2020-06-30 | $2.2M | 15k | 143.19 |
| 2020-03-31 | $913k | 8.0k | 114.45 |
| 2019-12-31 | $1.7M | 10k | 165.68 |
| 2019-09-30 | $1.4M | 9.4k | 151.33 |
| 2019-06-30 | $1.0M | 6.6k | 155.45 |
| 2019-03-31 | $445k | 2.9k | 152.97 |
| 2018-12-31 | $358k | 2.1k | 168.63 |