iShares Russell 2000 Index shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $326k | 6.5k | 50.24 |
| 2022-06-30 | $213k | 1.3k | 169.45 |
| 2022-03-31 | $227k | 1.1k | 205.24 |
| 2021-12-31 | $229k | 1.0k | 222.11 |
| 2021-09-30 | $240k | 14k | 16.69 |
| 2021-06-30 | $252k | 1.1k | 229.72 |
| 2021-03-31 | $240k | 1.1k | 220.79 |
| 2020-12-31 | $257k | 1.3k | 196.33 |
| 2020-03-31 | $279k | 2.4k | 114.49 |
| 2019-12-31 | $1.3M | 7.8k | 165.70 |