iShares Russell 2000 Index shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 27k | 241.96 |
| 2025-06-30 | $5.8M | 27k | 215.79 |
| 2025-03-31 | $5.4M | 27k | 199.49 |
| 2024-12-31 | $7.4M | 34k | 220.96 |
| 2024-09-30 | $8.8M | 40k | 220.89 |
| 2024-06-30 | $8.0M | 40k | 202.89 |
| 2024-03-31 | $8.3M | 40k | 210.30 |
| 2023-12-31 | $8.1M | 40k | 200.71 |
| 2023-09-30 | $7.1M | 40k | 176.74 |
| 2023-06-30 | $7.5M | 40k | 187.27 |
| 2023-03-31 | $7.2M | 40k | 178.40 |
| 2022-12-31 | $8.0M | 46k | 174.36 |
| 2022-06-30 | $7.4M | 44k | 169.35 |
| 2022-03-31 | $9.7M | 47k | 205.27 |
| 2021-12-31 | $10M | 46k | 222.46 |
| 2021-09-30 | $10M | 46k | 218.76 |
| 2021-06-30 | $11M | 46k | 229.36 |
| 2021-03-31 | $10M | 46k | 220.94 |
| 2020-12-31 | $2.9M | 15k | 196.07 |
| 2020-09-30 | $2.4M | 16k | 149.81 |
| 2020-06-30 | $2.4M | 17k | 143.17 |
| 2019-12-31 | $3.0M | 18k | 165.65 |
| 2019-09-30 | $2.5M | 17k | 151.33 |
| 2019-06-30 | $2.1M | 13k | 155.50 |
| 2019-03-31 | $2.1M | 14k | 153.06 |
| 2018-12-31 | $1.9M | 14k | 133.89 |
| 2018-09-30 | $2.2M | 13k | 168.58 |
| 2018-06-30 | $2.1M | 13k | 163.78 |
| 2018-03-31 | $1.9M | 13k | 151.86 |
| 2017-12-31 | $1.9M | 13k | 152.44 |
| 2017-09-30 | $2.1M | 14k | 148.20 |
| 2017-06-30 | $2.0M | 14k | 140.93 |
| 2017-03-31 | $2.0M | 14k | 137.50 |
| 2016-12-31 | $1.9M | 14k | 134.83 |
| 2016-09-30 | $1.6M | 13k | 124.19 |
| 2016-06-30 | $1.6M | 14k | 115.00 |
| 2016-03-31 | $1.7M | 16k | 110.65 |
| 2015-12-31 | $2.3M | 21k | 112.62 |
| 2015-09-30 | $2.9M | 26k | 109.19 |
| 2015-06-30 | $1.9M | 15k | 124.85 |
| 2015-03-31 | $1.9M | 16k | 124.37 |
| 2014-12-31 | $2.0M | 17k | 119.61 |
| 2014-09-30 | $1.6M | 14k | 109.38 |
| 2014-06-30 | $1.5M | 13k | 118.84 |
| 2014-03-31 | $1.6M | 14k | 116.34 |
| 2013-12-31 | $1.3M | 11k | 115.32 |
| 2013-09-30 | $1.3M | 12k | 106.62 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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