iShares Russell 2000 Index shares owned by Total Wealth Planning & Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Total Wealth Planning & Management
from 13F filings
Historical chart of Total Wealth Planning & Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Total Wealth Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $390k | 1.8k | 215.79 |
| 2025-03-31 | $361k | 1.8k | 199.49 |
| 2024-12-31 | $372k | 1.7k | 220.96 |
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