iShares Russell 2000 Index shares owned by Clear Perspective Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Clear Perspective Advisors
from 13F filings
Historical chart of Clear Perspective 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 Clear Perspective Advisors 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 Clear Perspective Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-12-31 | $1.0M | 4.7k | 222.51 |
2021-09-30 | $954k | 4.4k | 218.71 |
2021-06-30 | $906k | 3.9k | 229.48 |
2018-06-30 | $55k | 335 | 164.18 |
2018-03-31 | $99k | 726 | 136.36 |
2017-12-31 | $87k | 641 | 135.73 |
2017-09-30 | $37k | 250 | 148.00 |
2017-06-30 | $35k | 250 | 140.00 |
2017-03-31 | $34k | 250 | 136.00 |
2016-12-31 | $34k | 250 | 136.00 |
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