iShares Russell 2000 Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.5k | 241.95 |
| 2025-06-30 | $988k | 4.6k | 215.79 |
| 2025-03-31 | $919k | 4.6k | 199.51 |
| 2024-12-31 | $1.0M | 4.7k | 220.95 |
| 2024-09-30 | $1.0M | 4.6k | 220.89 |
| 2024-06-30 | $952k | 4.7k | 202.89 |
| 2024-03-31 | $978k | 4.6k | 210.30 |
| 2023-09-30 | $975k | 5.5k | 176.74 |
| 2023-06-30 | $1.0M | 5.5k | 187.27 |
| 2023-03-31 | $984k | 5.5k | 178.40 |
| 2022-12-31 | $1.1M | 6.5k | 174.36 |
| 2022-09-30 | $929k | 5.6k | 164.86 |
| 2022-06-30 | $954k | 5.6k | 169.30 |
| 2022-03-31 | $1.1M | 5.5k | 205.31 |
| 2021-12-31 | $1.2M | 5.6k | 222.52 |
| 2021-09-30 | $1.2M | 5.6k | 218.74 |
| 2021-06-30 | $1.3M | 5.5k | 229.42 |
| 2021-03-31 | $1.4M | 6.3k | 220.87 |
| 2020-12-31 | $1.3M | 6.7k | 196.00 |
| 2020-09-30 | $1.1M | 7.3k | 149.77 |
| 2020-06-30 | $1.1M | 7.6k | 143.16 |
| 2020-03-31 | $2.1M | 18k | 114.48 |
| 2019-12-31 | $3.0M | 18k | 165.66 |