iShares Russell 2000 Index shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $58k | 390 | 148.72 |
| 2020-06-30 | $55k | 382 | 143.98 |
| 2020-03-31 | $39k | 343 | 113.70 |
| 2019-12-31 | $57k | 343 | 166.18 |
| 2019-09-30 | $52k | 343 | 151.60 |
| 2019-06-30 | $53k | 343 | 154.52 |
| 2019-03-31 | $59k | 387 | 152.45 |
| 2018-12-31 | $52k | 387 | 134.37 |
| 2018-09-30 | $72k | 426 | 169.01 |
| 2018-06-30 | $70k | 426 | 164.32 |
| 2018-03-31 | $65k | 426 | 152.58 |
| 2014-03-31 | $194k | 1.7k | 116.52 |
| 2013-12-31 | $188k | 1.6k | 115.34 |
| 2013-09-30 | $163k | 1.5k | 106.89 |
| 2013-06-30 | $100k | 1.0k | 96.81 |