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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Vertex Planning Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |