iShares Russell 2000 Index shares owned by Constellation Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Constellation Wealth Advisors
from 13F filings
Historical chart of Constellation Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Constellation Wealth Advisors 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 Constellation Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2015-09-30 | $965k | 8.8k | 109.18 |
2015-06-30 | $1.1M | 8.5k | 124.81 |
2015-03-31 | $995k | 8.0k | 124.34 |
2014-12-31 | $2.8M | 23k | 119.61 |
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