iShares Russell 2000 Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 5.5k | 220.89 |
| 2024-06-30 | $639k | 3.2k | 202.89 |
| 2024-03-31 | $661k | 3.2k | 204.94 |
| 2023-12-31 | $621k | 3.1k | 200.71 |
| 2023-09-30 | $413k | 2.3k | 178.46 |
| 2023-06-30 | $4.5M | 23k | 196.43 |
| 2023-03-31 | $4.3M | 25k | 171.40 |
| 2022-12-31 | $498k | 2.9k | 174.36 |
| 2022-09-30 | $471k | 2.9k | 164.92 |
| 2022-06-30 | $484k | 2.9k | 169.36 |