iShares Russell 2000 Index shares owned by BFC Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by BFC Planning
from 13F filings
Historical chart of BFC Planning investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by BFC Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by BFC Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $22M | 74k | 300.45 |
| 2026-03-31 | $4.4M | 18k | 248.05 |
| 2025-12-31 | $4.6M | 19k | 246.17 |
| 2025-09-30 | $2.4M | 9.8k | 241.96 |
| 2025-06-30 | $2.1M | 9.9k | 215.81 |
| 2025-03-31 | $3.2M | 16k | 199.48 |
| 2024-12-31 | $3.2M | 15k | 220.98 |