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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

Tip: Access up to 7 years of quarterly data

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

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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
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