iShares Russell 2000 Index shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $251k | 1.3k | 200.71 |
| 2023-09-30 | $221k | 1.3k | 176.74 |
| 2023-06-30 | $337k | 1.8k | 187.27 |
| 2023-03-31 | $223k | 1.3k | 178.40 |
| 2022-12-31 | $225k | 1.3k | 174.36 |
| 2022-09-30 | $241k | 1.5k | 165.07 |
| 2022-06-30 | $212k | 1.3k | 169.60 |
| 2022-03-31 | $277k | 1.4k | 205.19 |
| 2021-12-31 | $300k | 1.4k | 222.22 |
| 2021-09-30 | $273k | 1.3k | 218.40 |
| 2021-06-30 | $287k | 1.3k | 229.60 |
| 2021-03-31 | $276k | 1.3k | 220.80 |
| 2020-12-31 | $245k | 1.3k | 196.00 |
| 2020-03-31 | $491k | 4.3k | 114.45 |
| 2019-12-31 | $932k | 5.6k | 165.66 |
| 2019-09-30 | $800k | 5.3k | 151.37 |
| 2019-06-30 | $822k | 5.3k | 155.53 |
| 2019-03-31 | $809k | 5.3k | 153.07 |
| 2018-12-31 | $702k | 5.2k | 133.87 |
| 2018-09-30 | $730k | 4.3k | 168.44 |
| 2018-06-30 | $291k | 1.8k | 164.04 |
| 2018-03-31 | $650k | 4.3k | 151.73 |
| 2017-12-31 | $633k | 4.2k | 152.38 |
| 2017-09-30 | $435k | 2.9k | 148.11 |
| 2017-03-31 | $340k | 2.5k | 137.54 |