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iShares Russell 2000 Index shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $357k 1.7k 210.30
2023-12-31 $220k 1.1k 193.82
2023-09-30 $323k 1.8k 176.74
2023-06-30 $376k 2.0k 187.65
2023-03-31 $360k 2.0k 178.48
2022-12-31 $341k 2.0k 173.40
2022-09-30 $324k 2.0k 164.80
2022-06-30 $343k 2.0k 169.30