iShares Russell 2000 Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 62k | 241.96 |
| 2025-06-30 | $14M | 62k | 215.79 |
| 2025-03-31 | $12M | 61k | 199.49 |
| 2024-12-31 | $13M | 59k | 220.96 |
| 2024-09-30 | $13M | 56k | 220.89 |
| 2024-06-30 | $11M | 54k | 202.89 |
| 2024-03-31 | $11M | 53k | 210.30 |
| 2023-12-31 | $9.6M | 48k | 200.71 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors