iShares Russell 2000 Index shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Clientfirst Wealth Management 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 Clientfirst Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.0M | 5.9k | 172.31 |
2023-06-30 | $1.4M | 7.2k | 191.53 |
2023-03-31 | $1.3M | 7.2k | 175.84 |
2022-12-31 | $1.3M | 7.2k | 174.36 |
2022-09-30 | $1.6M | 8.7k | 185.40 |
2022-06-30 | $1.4M | 8.4k | 169.40 |
2022-03-31 | $1.6M | 8.0k | 205.02 |
2021-12-31 | $1.6M | 8.0k | 206.40 |
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