iShares Russell 2000 Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Connecticut Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $7.7M | 38k | 200.71 |
2023-09-30 | $6.4M | 36k | 176.74 |
2023-06-30 | $5.8M | 31k | 187.27 |
2023-03-31 | $5.1M | 29k | 178.40 |
2022-12-31 | $463k | 2.7k | 174.36 |
2022-09-30 | $433k | 2.6k | 164.76 |
2022-06-30 | $445k | 2.6k | 169.20 |
2022-03-31 | $540k | 2.6k | 205.09 |
2021-12-31 | $495k | 2.2k | 222.27 |
2021-03-31 | $486k | 25k | 19.29 |
2020-09-30 | $534k | 3.6k | 149.87 |
2019-12-31 | $319k | 1.9k | 165.89 |
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