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
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Quarterly reported holdings in iShares Russell 2000 Index by Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 12k | 241.96 |
| 2025-06-30 | $2.4M | 11k | 215.79 |
| 2025-03-31 | $2.3M | 12k | 199.49 |
| 2024-12-31 | $2.5M | 11k | 220.96 |
| 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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