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iShares Russell 2000 Index shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Group Financial 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 Group Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 12k 241.96
2024-12-31 $1.4M 6.3k 220.96
2024-09-30 $1.4M 6.6k 220.89
2024-06-30 $812k 4.0k 202.89
2023-12-31 $906k 4.5k 200.71

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View all positions for Plan Group Financial

Top funds holding iShares Russell 2000 Index

Jane Street
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Royal Bank of Canada
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Parallax Volatility Advisers
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View all funds holding iShares Russell 2000 Index