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Holistic Financial Partners
> IWM
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IWM | 17,751 | -1,769 | 3,324,208,000 | -79,364,000 | $187,268.77 |
12/31/2022 | iSHARES TRUST | IWM | 19,520 | -136 | 3,403,572,000 | 3,400,330,000 | $174,363.32 |
09/30/2022 | iSHARES TRUST | IWM | 19,656 | -73 | 3,242,000 | -99,000 | $164.94 |
06/30/2022 | iSHARES TRUST | IWM | 19,729 | -18 | 3,341,000 | -713,000 | $169.34 |
03/31/2022 | iSHARES TRUST | IWM | 19,747 | -978 | 4,054,000 | -556,000 | $205.30 |
12/31/2021 | iSHARES TRUST | IWM | 20,725 | 0 | 4,610,000 | 76,000 | $222.44 |
09/30/2021 | iSHARES TRUST | IWM | 20,725 | -86 | 4,534,000 | -239,000 | $218.77 |
06/30/2021 | iSHARES TRUST | IWM | 20,811 | -278 | 4,773,000 | 114,000 | $229.35 |
03/31/2021 | iSHARES TRUST | IWM | 21,089 | -175 | 4,659,000 | 490,000 | $220.92 |
12/31/2020 | iSHARES TRUST | IWM | 21,264 | -81 | 4,169,000 | 975,000 | $196.06 |
09/30/2020 | iSHARES TRUST | IWM | 21,345 | -1,341 | 3,194,000 | -54,000 | $149.64 |
06/30/2020 | iSHARES TRUST | IWM | 22,686 | -2,668 | 3,248,000 | 346,000 | $143.17 |
03/31/2020 | iSHARES TRUST | IWM | 25,354 | -1,004 | 2,902,000 | -1,465,000 | $114.46 |
12/31/2019 | iSHARES TRUST | IWM | 26,358 | -1,332 | 4,367,000 | 176,000 | $165.68 |
09/30/2019 | iSHARES TRUST | IWM | 27,690 | -7,217 | 4,191,000 | -1,237,000 | $151.35 |
06/30/2019 | iSHARES TRUST | IWM | 34,907 | -1,799 | 5,428,000 | -191,000 | $155.50 |
03/31/2019 | iSHARES TRUST | IWM | 36,706 | -2,528 | 5,619,000 | 366,000 | $153.08 |
12/31/2018 | iSHARES TRUST | IWM | 39,234 | -1,617 | 5,253,000 | -1,632,000 | $133.89 |
09/30/2018 | iSHARES TRUST | IWM | 40,851 | -3,758 | 6,885,000 | -421,000 | $168.54 |
06/30/2018 | iSHARES TRUST | IWM | 44,609 | -2,442 | 7,306,000 | 162,000 | $163.78 |
03/31/2018 | iSHARES TRUST | IWM | 47,051 | -327 | 7,144,000 | -79,000 | $151.84 |
12/31/2017 | iSHARES TRUST | IWM | 47,378 | 47,378 | 7,223,000 | 7,223,000 | $152.45 |
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