iShares Russell 2000 Index shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $475k | 2.2k | 220.89 |
2024-06-30 | $436k | 2.2k | 202.89 |
2024-03-31 | $452k | 2.2k | 210.30 |
2023-12-31 | $482k | 2.4k | 200.71 |
2023-09-30 | $424k | 2.4k | 176.74 |
2023-06-30 | $450k | 2.4k | 187.27 |
2023-03-31 | $411k | 2.3k | 178.40 |
2022-12-31 | $401k | 2.3k | 174.36 |
2022-09-30 | $380k | 2.3k | 164.93 |
2022-06-30 | $390k | 2.3k | 169.27 |
2022-03-31 | $386k | 1.9k | 205.10 |
2021-12-31 | $416k | 1.9k | 222.22 |
2021-09-30 | $438k | 1.9k | 233.97 |
2021-06-30 | $410k | 1.9k | 217.85 |
2021-03-31 | $416k | 1.9k | 221.04 |
2020-12-31 | $369k | 1.9k | 196.07 |
2020-09-30 | $342k | 2.3k | 149.87 |
2020-06-30 | $327k | 2.3k | 143.30 |
2020-03-31 | $1.9M | 17k | 114.47 |
2019-12-31 | $2.9M | 17k | 165.69 |
2019-09-30 | $2.6M | 17k | 151.36 |
2019-06-30 | $2.7M | 17k | 155.50 |
2019-03-31 | $2.6M | 17k | 153.07 |
2018-12-31 | $2.2M | 17k | 133.92 |
2018-09-30 | $2.9M | 17k | 168.56 |
2018-06-30 | $2.8M | 17k | 163.77 |
2018-03-31 | $2.6M | 17k | 151.81 |
2017-12-31 | $2.6M | 17k | 152.48 |
2017-09-30 | $2.5M | 17k | 148.16 |
2017-06-30 | $3.5M | 25k | 140.92 |
2017-03-31 | $3.3M | 24k | 137.50 |
2016-12-31 | $3.1M | 23k | 134.87 |
2016-09-30 | $2.8M | 23k | 124.22 |
2016-06-30 | $2.6M | 22k | 114.96 |
2016-03-31 | $2.6M | 23k | 110.64 |
2015-12-31 | $2.6M | 23k | 112.62 |
2015-09-30 | $2.8M | 26k | 109.18 |
More positions owned by Clifford Swan Investment Counsel
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