iShares Russell 2000 Index shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 20k | 210.30 |
| 2023-12-31 | $711k | 3.5k | 200.70 |
| 2023-06-30 | $111k | 594 | 187.23 |
| 2023-03-31 | $0 | 1.4k | 0.00 |
| 2022-12-31 | $366k | 1.9k | 192.47 |
| 2022-03-31 | $1.5M | 7.8k | 184.97 |
| 2021-12-31 | $1.9M | 9.5k | 201.25 |
| 2021-09-30 | $2.0M | 8.9k | 224.07 |
| 2021-06-30 | $1.5M | 6.7k | 223.67 |
| 2021-03-31 | $735k | 3.3k | 223.27 |
| 2020-12-31 | $520k | 2.5k | 209.30 |
| 2019-03-31 | $206k | 1.3k | 154.19 |
| 2018-12-31 | $234k | 1.5k | 156.10 |
| 2018-09-30 | $303k | 2.1k | 145.88 |
| 2018-03-31 | $222k | 1.5k | 151.64 |
| 2017-12-31 | $289k | 1.9k | 152.35 |
| 2017-09-30 | $300k | 2.0k | 148.29 |
| 2017-06-30 | $457k | 3.2k | 140.92 |
| 2016-09-30 | $81k | 660 | 123.25 |
| 2016-06-30 | $91 | 799 | 0.11 |
| 2015-12-31 | $1.4M | 15k | 97.32 |
| 2015-06-30 | $214k | 1.7k | 124.85 |
| 2015-03-31 | $895k | 7.7k | 116.28 |