iShares Russell 2000 Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 15k | 210.50 |
| 2023-12-31 | $2.6M | 13k | 200.50 |
| 2023-09-30 | $1.2M | 7.0k | 176.50 |
| 2023-06-30 | $1.2M | 6.2k | 187.27 |
| 2023-03-31 | $1.1M | 6.1k | 178.41 |
| 2022-12-31 | $750k | 4.3k | 174.37 |
| 2022-09-30 | $734k | 4.5k | 164.91 |
| 2022-06-30 | $875k | 5.2k | 169.28 |
| 2022-03-31 | $1.1M | 5.3k | 205.34 |
| 2021-12-31 | $1.2M | 5.3k | 222.47 |
| 2021-09-30 | $1.0M | 4.8k | 218.79 |
| 2021-06-30 | $1.1M | 4.8k | 229.44 |
| 2021-03-31 | $1.1M | 5.0k | 220.95 |
| 2020-12-31 | $752k | 3.8k | 196.09 |
| 2020-09-30 | $582k | 3.9k | 149.77 |
| 2020-06-30 | $522k | 3.6k | 143.17 |
| 2020-03-31 | $832k | 7.3k | 114.46 |
| 2019-12-31 | $1.3M | 7.7k | 165.69 |
| 2019-09-30 | $1.1M | 7.4k | 151.40 |
| 2019-06-30 | $997k | 6.4k | 155.56 |
| 2019-03-31 | $879k | 5.7k | 153.16 |
| 2018-12-31 | $754k | 5.6k | 133.95 |
| 2018-09-30 | $238k | 1.4k | 168.32 |
| 2018-06-30 | $236k | 1.4k | 166.90 |
| 2018-03-31 | $251k | 1.7k | 151.85 |
| 2017-12-31 | $248k | 1.6k | 152.43 |
| 2017-09-30 | $240k | 1.6k | 148.24 |
| 2017-06-30 | $230k | 1.6k | 142.06 |
| 2017-03-31 | $223k | 1.6k | 137.74 |
| 2016-12-31 | $255k | 1.9k | 134.64 |
| 2016-09-30 | $351k | 2.8k | 124.29 |
| 2016-06-30 | $333k | 2.9k | 115.07 |
| 2016-03-31 | $240k | 2.2k | 110.65 |
| 2015-12-31 | $957k | 8.5k | 112.65 |
| 2015-09-30 | $955k | 8.7k | 109.21 |
| 2015-06-30 | $1.0M | 8.4k | 124.87 |
| 2015-03-31 | $1.3M | 10k | 124.36 |
| 2014-12-31 | $1.2M | 10k | 119.65 |
| 2014-09-30 | $1.1M | 10k | 109.39 |
| 2014-06-30 | $1.2M | 10k | 118.77 |
| 2014-03-31 | $1.3M | 11k | 116.36 |
| 2013-12-31 | $1.3M | 12k | 115.33 |
| 2013-09-30 | $1.2M | 11k | 106.60 |
| 2013-06-30 | $1.3M | 13k | 97.01 |
| 2013-03-31 | $1.2M | 12k | 94.45 |
| 2012-12-31 | $1.1M | 13k | 84.33 |
| 2012-09-30 | $1.1M | 13k | 83.45 |
| 2012-06-30 | $1.1M | 14k | 79.59 |
| 2012-03-31 | $1.2M | 14k | 82.80 |
| 2011-12-31 | $1.2M | 16k | 73.74 |
| 2011-09-30 | $1.2M | 19k | 64.27 |
| 2011-06-30 | $1.6M | 19k | 82.78 |
| 2011-03-31 | $1.6M | 19k | 84.15 |