iShares Russell 2000 Index shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 7.0k | 220.90 |
| 2024-06-30 | $1.4M | 7.0k | 202.89 |
| 2024-03-31 | $1.5M | 7.0k | 210.30 |
| 2023-12-31 | $1.4M | 6.9k | 200.72 |
| 2023-09-30 | $1.2M | 6.9k | 176.73 |
| 2023-06-30 | $1.3M | 6.9k | 187.26 |
| 2023-03-31 | $1.2M | 6.9k | 178.40 |
| 2022-12-31 | $1.2M | 6.8k | 174.36 |
| 2022-09-30 | $1.1M | 6.8k | 164.90 |
| 2022-06-30 | $1.1M | 6.8k | 169.32 |
| 2022-03-31 | $1.4M | 6.8k | 205.30 |
| 2021-12-31 | $1.5M | 6.7k | 222.54 |
| 2021-06-30 | $1.5M | 6.7k | 229.36 |
| 2021-03-31 | $1.4M | 6.2k | 220.98 |
| 2020-12-31 | $1.2M | 5.9k | 196.04 |
| 2020-09-30 | $882k | 5.9k | 149.75 |