iShares Russell 2000 Index shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.2M | 16k | 202.90 |
| 2024-03-31 | $3.4M | 16k | 210.30 |
| 2023-12-31 | $3.3M | 16k | 200.71 |
| 2023-09-30 | $2.9M | 16k | 176.74 |
| 2023-06-30 | $3.3M | 18k | 187.27 |
| 2023-03-31 | $3.2M | 18k | 178.40 |
| 2022-12-31 | $3.4M | 20k | 174.36 |
| 2022-09-30 | $3.2M | 20k | 164.94 |
| 2022-06-30 | $3.3M | 20k | 169.34 |
| 2022-03-31 | $4.1M | 20k | 205.30 |
| 2021-12-31 | $4.6M | 21k | 222.44 |
| 2021-09-30 | $4.5M | 21k | 218.77 |
| 2021-06-30 | $4.8M | 21k | 229.35 |
| 2021-03-31 | $4.7M | 21k | 220.92 |
| 2020-12-31 | $4.2M | 21k | 196.06 |
| 2020-09-30 | $3.2M | 21k | 149.64 |
| 2020-06-30 | $3.2M | 23k | 143.17 |
| 2020-03-31 | $2.9M | 25k | 114.46 |
| 2019-12-31 | $4.4M | 26k | 165.68 |
| 2019-09-30 | $4.2M | 28k | 151.35 |
| 2019-06-30 | $5.4M | 35k | 155.50 |
| 2019-03-31 | $5.6M | 37k | 153.08 |
| 2018-12-31 | $5.3M | 39k | 133.89 |
| 2018-09-30 | $6.9M | 41k | 168.54 |
| 2018-06-30 | $7.3M | 45k | 163.78 |
| 2018-03-31 | $7.1M | 47k | 151.84 |
| 2017-12-31 | $7.2M | 47k | 152.45 |
More positions owned by Holistic Financial Partners
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