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iShares Russell 2000 Index shares owned by LJI Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth 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 LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $13M 73k 176.74
2023-06-30 $13M 70k 187.27
2023-03-31 $12M 70k 178.40
2022-12-31 $12M 66k 174.36

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding iShares Russell 2000 Index

Citadel Advisors
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Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading

View all funds holding iShares Russell 2000 Index