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iShares Russell 2000 Index shares owned by Ofc Financial Planning

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Ofc Financial Planning from 13F filings

Historical chart of Ofc Financial 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 Ofc Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Ofc Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $839k 3.5k 241.96
2025-06-30 $810k 3.8k 215.79
2025-03-31 $749k 3.8k 199.49
2024-12-31 $848k 3.8k 220.96

More positions owned by Ofc Financial Planning

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Ofc Financial Planning

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock
Belvedere Trading

View all funds holding iShares Russell 2000 Index