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iShares Russell 2000 Index shares owned by Lau Associates

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lau Associates from 13F filings

Historical chart of Lau Associates investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Lau Associates

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.5M 8.8k 165.65
2019-09-30 $1.3M 8.8k 151.35
2019-06-30 $1.7M 11k 155.50
2019-03-31 $1.7M 11k 153.08
2018-12-31 $2.7M 20k 133.90
2018-09-30 $1.9M 11k 168.58
2018-06-30 $1.8M 11k 163.74
2018-03-31 $1.7M 11k 151.83
2017-12-31 $244k 1.6k 152.50
2017-09-30 $271k 1.8k 148.17
2017-03-31 $251k 1.8k 137.23
2016-12-31 $247k 1.8k 135.05
2016-09-30 $227k 1.8k 124.11
2016-06-30 $210k 1.8k 114.82