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iShares Russell 2000 Index shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Financial Life Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2025-09-30 $418k 1.7k 241.92
2025-06-30 $353k 1.6k 215.77
2025-03-31 $2.5M 12k 199.50
2024-12-31 $3.3M 15k 221.06