iShares Russell 2000 Index shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 10k | 241.96 |
| 2025-06-30 | $4.4M | 21k | 215.79 |
| 2025-03-31 | $4.6M | 23k | 199.49 |
| 2024-12-31 | $2.9M | 13k | 220.97 |
| 2024-09-30 | $4.8M | 22k | 220.89 |
| 2023-12-31 | $225k | 1.1k | 200.71 |
| 2023-03-31 | $92k | 514 | 178.40 |
| 2022-12-31 | $366k | 1.9k | 192.56 |
| 2022-09-30 | $243k | 1.4k | 179.34 |
| 2022-03-31 | $1.5M | 7.8k | 184.97 |
More positions owned by WealthPlan Investment Management
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