iShares Russell 2000 Index shares owned by Convergent Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Convergent Wealth Advisors
from 13F filings
Historical chart of Convergent Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Convergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $11M | 96k | 109.20 |
| 2015-06-30 | $14M | 109k | 124.86 |
| 2015-03-31 | $15M | 120k | 124.37 |
| 2014-12-31 | $24M | 198k | 119.62 |
| 2014-09-30 | $23M | 213k | 109.35 |
| 2014-06-30 | $24M | 198k | 118.81 |
| 2014-03-31 | $24M | 206k | 116.34 |
| 2013-12-31 | $24M | 206k | 115.36 |
| 2013-09-30 | $18M | 167k | 106.61 |
| 2013-06-30 | $16M | 163k | 97.00 |
| 2013-03-31 | $13M | 137k | 94.43 |
| 2012-12-31 | $9.4M | 111k | 84.31 |
| 2012-09-30 | $7.5M | 90k | 83.44 |
| 2012-06-30 | $7.1M | 89k | 79.56 |
| 2012-03-31 | $8.3M | 100k | 82.81 |
| 2011-12-31 | $6.5M | 89k | 73.75 |
| 2011-09-30 | $5.1M | 79k | 64.30 |
| 2011-06-30 | $7.4M | 89k | 82.80 |
| 2011-03-31 | $5.3M | 63k | 84.17 |
| 2010-12-31 | $4.9M | 63k | 78.25 |
More positions owned by Convergent Wealth Advisors
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