iShares Russell 2000 Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 1.6k | 242.02 |
| 2025-06-30 | $340k | 1.6k | 215.84 |
| 2025-03-31 | $314k | 1.6k | 199.54 |
| 2024-12-31 | $353k | 1.6k | 221.01 |
| 2024-09-30 | $363k | 1.6k | 220.94 |
| 2024-06-30 | $338k | 1.7k | 202.94 |
| 2024-03-31 | $379k | 1.8k | 210.34 |
| 2023-12-31 | $357k | 1.8k | 200.75 |
| 2023-09-30 | $315k | 1.8k | 176.78 |
| 2023-06-30 | $337k | 1.8k | 187.31 |
| 2023-03-31 | $321k | 1.8k | 178.44 |
| 2022-12-31 | $314k | 1.8k | 174.40 |
| 2022-09-30 | $297k | 1.8k | 164.91 |
| 2022-06-30 | $305k | 1.8k | 169.54 |
| 2022-03-31 | $369k | 1.8k | 205.11 |
| 2021-12-31 | $400k | 1.8k | 222.35 |
| 2021-09-30 | $393k | 1.8k | 218.45 |
| 2021-06-30 | $416k | 1.8k | 229.20 |
| 2021-03-31 | $458k | 2.1k | 221.15 |
| 2020-12-31 | $438k | 2.2k | 195.89 |