iShares Russell 2000 Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 6.1k | 241.97 |
| 2025-06-30 | $1.1M | 5.2k | 215.79 |
| 2025-03-31 | $1.1M | 5.6k | 199.48 |
| 2024-12-31 | $1.5M | 6.7k | 220.95 |
| 2024-09-30 | $1.6M | 7.1k | 220.90 |
| 2024-06-30 | $586k | 2.9k | 202.87 |
| 2024-03-31 | $614k | 2.9k | 210.33 |
| 2023-12-31 | $604k | 3.0k | 200.73 |
| 2023-09-30 | $542k | 3.1k | 176.76 |
| 2023-06-30 | $626k | 3.3k | 187.29 |
| 2023-03-31 | $596k | 3.3k | 178.41 |
| 2022-12-31 | $583k | 3.3k | 174.39 |
| 2022-09-30 | $582k | 3.5k | 164.83 |
| 2022-06-30 | $663k | 3.9k | 169.31 |
| 2022-03-31 | $813k | 4.0k | 205.25 |
| 2021-12-31 | $881k | 4.0k | 222.47 |
| 2021-09-30 | $928k | 4.2k | 218.71 |
| 2021-06-30 | $964k | 4.2k | 229.41 |
| 2021-03-31 | $886k | 4.0k | 221.00 |
| 2020-12-31 | $771k | 3.9k | 196.13 |
| 2020-09-30 | $620k | 4.1k | 149.90 |
| 2020-06-30 | $677k | 4.7k | 143.22 |
| 2020-03-31 | $591k | 5.2k | 114.42 |
| 2019-12-31 | $864k | 5.2k | 165.68 |
| 2019-09-30 | $792k | 5.2k | 151.26 |
| 2019-06-30 | $975k | 6.3k | 155.53 |
| 2019-03-31 | $983k | 6.4k | 153.12 |
| 2018-12-31 | $884k | 6.6k | 133.92 |
| 2018-09-30 | $1.2M | 7.0k | 168.62 |
| 2018-06-30 | $1.1M | 7.0k | 163.79 |
| 2018-03-31 | $1.1M | 7.2k | 151.84 |
| 2017-12-31 | $1.1M | 7.2k | 152.46 |
| 2017-09-30 | $1.1M | 7.3k | 148.17 |
| 2017-06-30 | $1.1M | 7.5k | 140.89 |
| 2017-03-31 | $1.1M | 8.0k | 137.53 |
| 2016-12-31 | $1.2M | 8.6k | 134.83 |
| 2016-09-30 | $1.1M | 8.8k | 124.26 |
| 2016-06-30 | $1.3M | 12k | 114.95 |
| 2016-03-31 | $1.3M | 12k | 110.63 |
| 2015-12-31 | $1.3M | 12k | 112.61 |
| 2015-09-30 | $1.2M | 11k | 109.20 |
| 2015-06-30 | $1.3M | 11k | 124.91 |
| 2015-03-31 | $1.3M | 11k | 124.36 |
| 2014-12-31 | $1.4M | 12k | 119.66 |
| 2014-09-30 | $1.3M | 12k | 109.38 |
| 2014-06-30 | $1.4M | 12k | 118.82 |
| 2014-03-31 | $1.5M | 13k | 116.34 |
| 2013-12-31 | $1.6M | 14k | 115.40 |
| 2013-09-30 | $1.7M | 16k | 106.62 |
| 2013-06-30 | $1.5M | 15k | 97.00 |
| 2012-12-31 | $1.5M | 17k | 84.35 |
| 2012-09-30 | $1.6M | 19k | 81.62 |
| 2012-06-30 | $1.6M | 20k | 79.56 |
| 2012-03-31 | $1.7M | 20k | 82.83 |
| 2011-12-31 | $1.6M | 21k | 73.77 |
| 2010-12-31 | $1.9M | 23k | 80.73 |