iShares Russell 2000 Index shares owned by Continuum Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Continuum Wealth Advisors
from 13F filings
Historical chart of Continuum Wealth Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Continuum Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Continuum Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 1.1k | 241.96 |
| 2025-06-30 | $233k | 1.1k | 215.79 |
| 2025-03-31 | $215k | 1.1k | 199.49 |
| 2024-12-31 | $238k | 1.1k | 220.96 |
| 2024-09-30 | $238k | 1.1k | 220.89 |
| 2024-06-30 | $219k | 1.1k | 202.89 |
| 2024-03-31 | $227k | 1.1k | 210.30 |
| 2023-12-31 | $216k | 1.1k | 200.71 |
| 2023-06-30 | $202k | 1.1k | 187.27 |
| 2022-12-31 | $216k | 1.2k | 174.36 |