iShares Russell 2000 Index shares owned by Kaizen Financial Strategies
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kaizen Financial Strategies
from 13F filings
Historical chart of Kaizen Financial Strategies investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Kaizen Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $320k | 1.4k | 220.95 |
| 2024-06-30 | $344k | 1.5k | 222.52 |
| 2024-03-31 | $2.4M | 11k | 210.33 |
| 2023-12-31 | $255k | 1.3k | 200.70 |
| 2023-09-30 | $206k | 1.2k | 176.76 |
| 2023-06-30 | $224k | 1.2k | 191.89 |
| 2023-03-31 | $243k | 1.4k | 178.40 |
| 2022-12-31 | $217k | 1.2k | 186.98 |
| 2022-09-30 | $426k | 2.6k | 165.05 |
| 2022-06-30 | $436k | 2.6k | 169.25 |
| 2022-03-31 | $591k | 2.9k | 205.28 |
| 2021-12-31 | $781k | 3.5k | 222.38 |
| 2021-09-30 | $1.8M | 8.0k | 218.78 |
| 2021-03-31 | $1.7M | 7.6k | 221.00 |
| 2020-12-31 | $788k | 4.0k | 195.97 |
More positions owned by Kaizen Financial Strategies
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