iShares Russell 2000 Index shares owned by Asset Planning Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $340k | 1.5k | 222.51 |
| 2021-09-30 | $342k | 1.6k | 218.81 |
| 2021-06-30 | $373k | 1.6k | 229.40 |
| 2021-03-31 | $378k | 1.7k | 221.05 |
| 2020-12-31 | $355k | 1.8k | 195.81 |
| 2020-09-30 | $532k | 3.5k | 149.90 |
| 2020-06-30 | $446k | 3.1k | 143.32 |
| 2020-03-31 | $369k | 3.2k | 114.60 |
| 2019-12-31 | $549k | 3.3k | 165.76 |
| 2019-09-30 | $520k | 3.4k | 151.29 |
| 2019-06-30 | $563k | 3.6k | 155.57 |
| 2019-03-31 | $525k | 3.4k | 153.24 |
| 2018-12-31 | $521k | 3.9k | 134.04 |
| 2018-09-30 | $685k | 4.3k | 157.51 |
| 2018-06-30 | $824k | 5.0k | 163.72 |
| 2018-03-31 | $748k | 4.9k | 151.88 |
| 2017-12-31 | $774k | 5.1k | 152.45 |
| 2017-09-30 | $773k | 5.2k | 148.11 |
| 2017-06-30 | $746k | 5.3k | 141.02 |
| 2017-03-31 | $774k | 5.6k | 137.43 |
| 2016-12-31 | $601k | 4.5k | 134.87 |
| 2016-09-30 | $567k | 4.6k | 124.15 |
| 2016-06-30 | $551k | 4.8k | 115.08 |
| 2016-03-31 | $530k | 4.8k | 110.69 |
| 2015-12-31 | $538k | 4.8k | 112.67 |
| 2015-09-30 | $518k | 4.7k | 109.24 |
| 2015-06-30 | $623k | 5.0k | 124.80 |