iShares Russell 2000 Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 1.1k | 241.97 |
| 2025-06-30 | $241k | 1.1k | 215.74 |
| 2025-03-31 | $223k | 1.1k | 199.57 |
| 2024-12-31 | $256k | 1.2k | 221.04 |
| 2024-09-30 | $224k | 1.0k | 220.88 |
| 2024-06-30 | $207k | 1.0k | 202.96 |
| 2024-03-31 | $237k | 1.1k | 210.31 |
| 2023-12-31 | $230k | 1.1k | 200.69 |
| 2023-09-30 | $202k | 1.1k | 176.67 |
| 2023-06-30 | $214k | 1.1k | 187.19 |
| 2023-03-31 | $210k | 1.2k | 178.40 |