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iShares Russell 2000 Index shares owned by Spahn Wealth & Retirement

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

Historical chart of Spahn Wealth & Retirement investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Spahn Wealth & Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 23k 241.96
2025-06-30 $5.3M 25k 215.79
2025-03-31 $10M 52k 199.49
2024-12-31 $15M 68k 220.96