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iShares Russell 2000 Index shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial 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 Comprehensive Financial 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 98 247.52
2025-09-30 $57k 234 242.26
2025-06-30 $50k 234 215.51
2025-03-31 $109k 548 199.65
2024-12-31 $167k 757 220.89

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Jpmorgan Active Growth Etf Uie (JGRO)
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Spdr S&p 500 Etf Uie (SPY)
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Listed Fnds Rondhl Mgnfcnt Etf Uie (MAGS)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)

View all positions for Comprehensive Financial Planning

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Tudor Investment Corporation
Citadel Advisors
Barclays
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group
BlackRock
Balyasny Asset Management
Empower Advisory Group
Jpmorgan Chase & Co
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index