Plante Moran Financial Advisors »

iShares Russell 2000 Index shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran 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 Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $630k 3.1k 200.73
2023-09-30 $630k 3.6k 176.75
2023-06-30 $707k 3.8k 187.28
2023-03-31 $673k 3.8k 178.39
2022-12-31 $844k 4.8k 174.35
2022-09-30 $777k 4.7k 164.93
2022-06-30 $792k 4.7k 169.34
2022-03-31 $719k 3.5k 205.19
2021-12-31 $1.2M 5.5k 222.38
2021-09-30 $1.1M 5.0k 218.84
2021-06-30 $1.1M 4.8k 229.35
2021-03-31 $1.0M 4.6k 221.06
2020-12-31 $1.0M 5.1k 196.14
2020-09-30 $696k 4.6k 149.77
2020-06-30 $628k 4.4k 143.25
2020-03-31 $1.1M 9.3k 114.50
2019-12-31 $1.4M 8.3k 165.64
2019-09-30 $2.7M 18k 151.33
2019-06-30 $2.9M 19k 155.51
2019-03-31 $3.0M 20k 153.08
2018-12-31 $2.5M 19k 133.88
2018-09-30 $2.3M 14k 168.54
2018-06-30 $2.3M 14k 163.78
2018-03-31 $2.2M 15k 151.80
2017-12-31 $2.2M 15k 152.49
2017-09-30 $2.7M 18k 148.18
2017-06-30 $1.2M 8.8k 140.92
2017-03-31 $1.2M 8.8k 137.48
2016-12-31 $1.3M 9.5k 134.87
2016-09-30 $470k 3.8k 124.11
2016-06-30 $309k 2.7k 114.91
2016-03-31 $298k 2.7k 110.82
2015-12-31 $312k 2.8k 112.59
2015-09-30 $302k 2.8k 109.22
2015-06-30 $330k 2.6k 125.00
2015-03-31 $283k 2.3k 124.18
2014-12-31 $257k 2.2k 119.42
2014-09-30 $226k 2.1k 109.13
2014-06-30 $88k 738 119.24
2014-03-31 $61k 526 115.97
2013-12-31 $64k 557 114.90
2013-09-30 $59k 555 106.31
2013-06-30 $25k 255 98.04
2011-12-31 $4.0k 60 66.67

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
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