iShares Russell 2000 Index shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $59M | 265k | 220.89 |
| 2024-06-30 | $56M | 278k | 202.89 |
| 2024-03-31 | $59M | 281k | 210.30 |
| 2023-12-31 | $63M | 311k | 200.71 |
| 2023-09-30 | $56M | 316k | 176.74 |
| 2023-06-30 | $52M | 278k | 187.27 |
| 2023-03-31 | $52M | 289k | 178.40 |
| 2022-12-31 | $49M | 281k | 174.36 |
| 2022-09-30 | $45M | 272k | 164.92 |
| 2022-06-30 | $52M | 309k | 169.36 |
| 2022-03-31 | $51M | 249k | 205.27 |
| 2021-12-31 | $42M | 188k | 222.45 |
| 2021-09-30 | $41M | 186k | 218.75 |
| 2021-06-30 | $53M | 229k | 229.37 |
| 2021-03-31 | $40M | 182k | 220.94 |
| 2020-12-31 | $30M | 152k | 196.15 |
| 2020-09-30 | $22M | 146k | 152.18 |
| 2020-06-30 | $18M | 127k | 141.82 |
| 2020-03-31 | $14M | 128k | 106.66 |
| 2019-12-31 | $27M | 163k | 165.78 |
| 2019-09-30 | $13M | 89k | 151.34 |
| 2019-06-30 | $14M | 91k | 155.50 |
| 2019-03-31 | $18M | 116k | 153.09 |
| 2018-12-31 | $26M | 196k | 133.90 |
| 2018-09-30 | $13M | 78k | 169.00 |
| 2018-06-30 | $13M | 81k | 163.77 |
| 2018-03-31 | $12M | 77k | 148.13 |
| 2017-12-31 | $12M | 82k | 152.46 |
| 2017-09-30 | $11M | 74k | 148.18 |
| 2017-06-30 | $7.0M | 49k | 140.91 |
| 2017-03-31 | $18M | 134k | 137.48 |
| 2016-12-31 | $2.4M | 18k | 134.88 |
| 2016-09-30 | $117k | 1.0k | 114.59 |
| 2016-03-31 | $2.5M | 23k | 110.65 |
| 2015-12-31 | $33M | 289k | 112.62 |
| 2015-09-30 | $27M | 243k | 109.20 |
| 2015-06-30 | $6.2M | 156k | 39.60 |
| 2015-03-31 | $2.6M | 21k | 124.37 |
| 2014-12-31 | $1.3M | 11k | 119.59 |
| 2014-09-30 | $1.0M | 9.4k | 109.32 |
| 2014-06-30 | $1.5M | 13k | 118.82 |
| 2014-03-31 | $5.4M | 47k | 115.67 |
| 2013-12-31 | $44M | 382k | 115.36 |
| 2013-09-30 | $1.9M | 18k | 106.60 |
| 2013-06-30 | $2.8M | 29k | 97.00 |
| 2013-03-31 | $631k | 6.7k | 94.48 |
| 2012-12-31 | $2.5M | 30k | 84.30 |
| 2012-09-30 | $698k | 8.5k | 81.81 |
| 2012-06-30 | $767k | 9.6k | 79.97 |
| 2011-03-31 | $1.6M | 19k | 84.19 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors