iShares Russell 2000 Index shares owned by Capasso Planning Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Capasso Planning Partners
from 13F filings
Historical chart of Capasso Planning Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $249k | 1.0k | 246.16 |
| 2024-09-30 | $1.2M | 5.3k | 220.91 |
| 2024-06-30 | $936k | 4.6k | 202.88 |
| 2024-03-31 | $1.4M | 6.9k | 210.30 |
| 2023-12-31 | $1.4M | 7.2k | 200.71 |
| 2023-09-30 | $1.3M | 7.4k | 176.73 |
| 2023-06-30 | $1.3M | 7.1k | 187.28 |
| 2023-03-31 | $232k | 1.3k | 178.46 |
| 2022-12-31 | $230k | 1.3k | 174.41 |
| 2022-09-30 | $422k | 2.6k | 164.84 |
| 2022-06-30 | $295k | 1.7k | 169.64 |
| 2022-03-31 | $372k | 1.8k | 205.18 |