iShares Russell 2000 Index shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Laurel Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $220k | 1.2k | 178.28 |
2022-12-31 | $215k | 1.2k | 174.36 |
2022-09-30 | $204k | 1.2k | 165.32 |
2022-06-30 | $209k | 1.2k | 169.37 |
2022-03-31 | $253k | 1.2k | 205.02 |
2021-12-31 | $275k | 1.2k | 222.85 |
2021-09-30 | $270k | 1.2k | 218.80 |