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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

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Quarterly reported holdings in iShares Russell 2000 Index by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
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Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index