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iShares Russell 2000 Index shares owned by Comprehensive Financial Consultants Institutional

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

Historical chart of Comprehensive Financial Consultants Institutional investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Comprehensive Financial Consultants Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 9.5k 241.96
2025-06-30 $581k 2.7k 215.79
2022-03-31 $316k 1.7k 182.55
2021-12-31 $348k 1.7k 202.21