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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

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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
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