iShares Russell 2000 Index shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 8.4k | 246.15 |
| 2025-09-30 | $2.1M | 8.5k | 241.95 |
| 2025-06-30 | $2.0M | 9.1k | 215.80 |
| 2025-03-31 | $1.9M | 9.4k | 199.50 |
| 2024-12-31 | $1.7M | 7.7k | 220.96 |
| 2024-09-30 | $1.1M | 5.0k | 220.87 |
| 2024-06-30 | $436k | 2.1k | 202.92 |
| 2024-03-31 | $457k | 2.2k | 210.27 |
| 2023-12-31 | $404k | 2.0k | 200.71 |
| 2022-09-30 | $255k | 1.5k | 164.73 |