iShares Russell 2000 Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 73k | 241.96 |
| 2025-06-30 | $16M | 73k | 215.79 |
| 2025-03-31 | $16M | 80k | 199.49 |
| 2024-12-31 | $18M | 80k | 220.96 |
| 2024-09-30 | $18M | 81k | 220.89 |
| 2024-06-30 | $16M | 81k | 202.89 |
| 2024-03-31 | $18M | 84k | 210.30 |
| 2023-12-31 | $19M | 96k | 200.71 |
| 2023-09-30 | $19M | 105k | 176.74 |
| 2023-06-30 | $19M | 102k | 187.27 |
| 2023-03-31 | $18M | 100k | 178.40 |
| 2022-12-31 | $17M | 95k | 174.36 |
| 2022-09-30 | $16M | 97k | 164.92 |
| 2022-06-30 | $16M | 95k | 169.36 |
| 2022-03-31 | $19M | 90k | 205.27 |
| 2021-12-31 | $19M | 86k | 222.45 |
| 2021-09-30 | $18M | 83k | 218.76 |
| 2021-06-30 | $19M | 81k | 229.37 |
| 2021-03-31 | $17M | 79k | 220.94 |
| 2020-12-31 | $15M | 76k | 196.06 |
| 2020-09-30 | $11M | 74k | 149.80 |
| 2020-06-30 | $11M | 73k | 143.18 |
| 2020-03-31 | $8.2M | 71k | 114.46 |
| 2019-12-31 | $11M | 69k | 165.66 |
| 2019-09-30 | $11M | 69k | 151.34 |
| 2019-06-30 | $10M | 66k | 155.50 |
| 2019-03-31 | $5.5M | 36k | 153.10 |
| 2018-12-31 | $4.9M | 37k | 133.91 |
| 2018-09-30 | $3.0M | 18k | 168.55 |
| 2018-06-30 | $3.1M | 19k | 163.77 |
| 2018-03-31 | $3.2M | 21k | 151.83 |
| 2017-12-31 | $2.9M | 19k | 152.46 |