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iShares Russell 2000 Index shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 2.2k 241.98
2025-06-30 $675k 3.1k 215.82
2025-03-31 $6.7M 34k 199.49
2024-12-31 $6.3M 29k 220.96
2024-09-30 $6.8M 31k 217.89
2024-06-30 $11M 54k 202.28
2024-03-31 $14M 67k 200.71
2023-12-31 $14M 67k 200.71
2023-09-30 $6.9M 39k 176.74
2017-03-31 $284k 2.1k 134.28
2016-12-31 $15M 114k 134.44
2016-09-30 $1.1M 9.3k 124.22
2016-06-30 $159k 1.4k 115.13
2015-06-30 $128k 1.0k 125.24
2015-03-31 $175k 1.4k 124.20
2014-12-31 $407k 3.4k 119.57