iShares Russell 2000 Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 1.3k | 241.91 |
| 2025-06-30 | $1.1M | 5.1k | 215.80 |
| 2025-03-31 | $258k | 1.3k | 199.47 |
| 2024-12-31 | $286k | 1.3k | 220.89 |
| 2024-09-30 | $266k | 1.2k | 220.96 |
| 2024-06-30 | $252k | 1.2k | 202.92 |
| 2024-03-31 | $261k | 1.2k | 210.30 |
| 2022-03-31 | $213k | 1.0k | 205.40 |
| 2021-12-31 | $479k | 2.2k | 222.27 |
| 2021-09-30 | $473k | 2.2k | 218.88 |
| 2021-06-30 | $490k | 2.1k | 229.40 |
| 2021-03-31 | $1.8M | 8.2k | 220.89 |
| 2020-12-31 | $1.5M | 7.7k | 196.02 |
| 2020-09-30 | $1.0M | 7.0k | 149.84 |
| 2020-06-30 | $883k | 6.2k | 143.23 |
| 2020-03-31 | $997k | 8.7k | 114.47 |
| 2019-12-31 | $2.6M | 16k | 165.66 |
| 2019-09-30 | $2.4M | 16k | 151.32 |
| 2019-06-30 | $2.6M | 17k | 155.51 |
| 2019-03-31 | $2.3M | 15k | 153.10 |
| 2018-12-31 | $1.7M | 13k | 133.92 |
| 2018-09-30 | $2.5M | 15k | 168.54 |
| 2018-06-30 | $2.3M | 14k | 163.79 |
| 2018-03-31 | $1.8M | 12k | 151.82 |
| 2017-12-31 | $1.6M | 10k | 152.48 |