iShares Russell 2000 Index shares owned by Essential Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Essential Planning
from 13F filings
Historical chart of Essential 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 Essential Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 18k | 227.90 |