iShares Russell 2000 Index shares owned by PDS Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by PDS Planning
from 13F filings
Historical chart of PDS 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 PDS 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 PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $240k | 1.1k | 220.89 |
| 2024-03-31 | $110k | 521 | 210.30 |
| 2022-03-31 | $114k | 557 | 204.67 |
| 2021-12-31 | $124k | 557 | 222.62 |
| 2021-09-30 | $157k | 717 | 218.97 |
| 2021-06-30 | $164k | 717 | 228.73 |
| 2021-03-31 | $158k | 716 | 220.67 |
| 2020-12-31 | $151k | 770 | 196.10 |
| 2017-12-31 | $215k | 1.4k | 152.59 |