iShares Russell 2000 Index shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $283k | 1.3k | 220.90 |
| 2024-06-30 | $292k | 1.4k | 202.90 |
| 2024-03-31 | $290k | 1.4k | 210.31 |
| 2023-12-31 | $268k | 1.3k | 200.66 |
| 2023-09-30 | $249k | 1.4k | 176.76 |
| 2023-06-30 | $311k | 1.7k | 187.30 |
| 2023-03-31 | $358k | 2.0k | 178.42 |
| 2022-12-31 | $369k | 2.1k | 174.35 |
| 2022-09-30 | $353k | 2.1k | 164.72 |
| 2022-06-30 | $435k | 2.6k | 169.46 |
| 2021-12-31 | $724k | 3.3k | 222.56 |
| 2021-03-31 | $630k | 3.1k | 205.28 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment