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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by WealthPlan Investment Management 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 WealthPlan Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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