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iShares Russell 2000 Index shares owned by Clear Perspective Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Clear Perspective Advisors from 13F filings

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $1.0M 4.7k 222.51
2021-09-30 $954k 4.4k 218.71
2021-06-30 $906k 3.9k 229.48
2018-06-30 $55k 335 164.18
2018-03-31 $99k 726 136.36
2017-12-31 $87k 641 135.73
2017-09-30 $37k 250 148.00
2017-06-30 $35k 250 140.00
2017-03-31 $34k 250 136.00
2016-12-31 $34k 250 136.00