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iShares Russell 2000 Index shares owned by Plan A Wealth

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Plan A Wealth from 13F filings

Historical chart of Plan A Wealth investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Plan A Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 1.7k 241.96
2025-06-30 $380k 1.8k 215.79
2025-03-31 $537k 2.7k 199.49
2024-12-31 $630k 2.8k 220.96

More positions owned by Plan A Wealth

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Intl (OAIM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
CTC
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

View all funds holding iShares Russell 2000 Index