iShares Russell 2000 Index shares owned by Cypress Financial Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cypress Financial Planning
from 13F filings
Historical chart of Cypress Financial Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Cypress Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $441k | 2.0k | 220.89 |
| 2024-06-30 | $429k | 2.1k | 202.89 |
| 2024-03-31 | $357k | 1.7k | 210.30 |
| 2023-12-31 | $220k | 1.1k | 193.82 |
| 2023-09-30 | $323k | 1.8k | 176.74 |
| 2023-06-30 | $376k | 2.0k | 187.65 |
| 2023-03-31 | $360k | 2.0k | 178.48 |
| 2022-12-31 | $341k | 2.0k | 173.40 |
| 2022-09-30 | $324k | 2.0k | 164.80 |
| 2022-06-30 | $343k | 2.0k | 169.30 |
More positions owned by Cypress Financial Planning
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