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iShares Russell 2000 Index shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6M 38k 200.71
2023-09-30 $6.9M 39k 176.74
2023-06-30 $7.6M 40k 187.27
2023-03-31 $7.8M 44k 178.40
2022-12-31 $8.2M 47k 174.36
2022-06-30 $13M 74k 169.36
2022-03-31 $16M 78k 205.27
2021-12-31 $17M 78k 222.45
2021-09-30 $5.5M 30k 184.08
2021-06-30 $19M 84k 229.36
2021-03-31 $30M 135k 220.94
2020-12-31 $23M 117k 196.06
2020-09-30 $2.2M 15k 149.80
2020-06-30 $2.2M 16k 143.20
2020-03-31 $2.1M 18k 114.42
2019-12-31 $11M 65k 165.67
2019-09-30 $9.9M 65k 151.35
2019-06-30 $10M 66k 155.51
2019-03-31 $12M 76k 153.10
2018-12-31 $10M 75k 133.90
2018-09-30 $2.4M 14k 168.57
2018-06-30 $2.0M 12k 163.78
2018-03-31 $1.5M 9.7k 151.87
2017-12-31 $1.6M 10k 152.44
2017-09-30 $1.5M 10k 148.14
2017-06-30 $1.4M 9.6k 140.95
2017-03-31 $1.2M 8.8k 137.50
2016-12-31 $213k 1.6k 134.72
2016-06-30 $222k 1.9k 114.97
2016-03-31 $210k 1.9k 110.58
2015-12-31 $250k 2.2k 112.41
2015-09-30 $1.5M 14k 109.18
2015-06-30 $268k 2.1k 124.71
2011-12-31 $447k 6.1k 73.79
2011-09-30 $253k 3.9k 64.31
2011-06-30 $3.4M 41k 82.79
2011-03-31 $3.6M 43k 84.17
2010-12-31 $3.0M 39k 78.24

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Coldstream Capital Management

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Millennium Management
Susquehanna International
Goldman Sachs Group
Citigroup
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Tudor Investment Corporation
Morgan Stanley
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Belvedere Trading

View all funds holding iShares Russell 2000 Index