iShares Russell 2000 Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439k | 1.8k | 241.96 |
| 2025-06-30 | $392k | 1.8k | 215.79 |
| 2025-03-31 | $362k | 1.8k | 199.49 |
| 2016-12-31 | $155k | 1.1k | 134.85 |
| 2016-09-30 | $141k | 1.1k | 123.21 |
| 2016-06-30 | $133k | 1.1k | 115.39 |
| 2016-03-31 | $128k | 1.1k | 111.50 |