iShares Russell 2000 Index shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $962k | 6.3k | 151.83 |
| 2017-12-31 | $942k | 6.2k | 152.43 |
| 2017-09-30 | $854k | 5.8k | 148.26 |
| 2017-06-30 | $777k | 5.5k | 140.79 |
| 2017-03-31 | $725k | 5.3k | 137.34 |
| 2016-12-31 | $706k | 5.2k | 134.68 |
| 2016-09-30 | $1.1M | 9.1k | 124.19 |
| 2016-06-30 | $1.7M | 14k | 114.92 |
| 2016-03-31 | $1.5M | 14k | 110.58 |
| 2015-12-31 | $1.3M | 12k | 112.59 |