iShares Russell 2000 Index shares owned by Fiduciary Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary 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 Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $204k | 822 | 248.00 |