iShares Russell 2000 Index shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $423k | 1.7k | 241.96 |
| 2025-06-30 | $449k | 2.1k | 215.79 |
| 2025-03-31 | $416k | 2.1k | 199.49 |
| 2024-12-31 | $461k | 2.1k | 220.96 |
| 2024-09-30 | $478k | 2.2k | 220.89 |
| 2024-06-30 | $470k | 2.3k | 202.89 |
| 2024-03-31 | $506k | 2.4k | 210.30 |
| 2023-12-31 | $567k | 2.8k | 200.71 |
| 2023-09-30 | $598k | 3.4k | 176.74 |
| 2023-06-30 | $608k | 3.2k | 187.27 |
| 2023-03-31 | $624k | 3.5k | 178.40 |
| 2022-12-31 | $610k | 3.5k | 174.36 |
| 2022-09-30 | $577k | 3.5k | 164.92 |
| 2022-06-30 | $593k | 3.5k | 169.36 |
| 2022-03-31 | $769k | 3.7k | 205.27 |
| 2021-12-31 | $903k | 4.1k | 222.45 |
| 2021-09-30 | $2.2M | 9.9k | 218.75 |
| 2021-06-30 | $3.7M | 16k | 229.37 |
| 2021-03-31 | $342k | 1.5k | 220.94 |
More positions owned by Plotkin Financial Advisors
View all positions for Plotkin Financial Advisors