iShares Russell 2000 Index shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 31k | 220.89 |
| 2024-06-30 | $4.8M | 24k | 202.89 |
| 2023-12-31 | $4.8M | 24k | 200.71 |
| 2023-09-30 | $3.9M | 22k | 176.73 |
| 2023-06-30 | $3.6M | 19k | 187.26 |
| 2023-03-31 | $3.5M | 20k | 178.42 |
| 2022-12-31 | $3.7M | 21k | 174.34 |
| 2022-09-30 | $3.3M | 20k | 164.91 |
| 2022-06-30 | $3.8M | 23k | 169.35 |
| 2022-03-31 | $4.1M | 20k | 205.28 |
| 2021-12-31 | $5.9M | 27k | 222.44 |
| 2021-09-30 | $5.6M | 26k | 218.76 |
| 2021-06-30 | $4.0M | 18k | 223.16 |
| 2021-03-31 | $4.3M | 20k | 220.97 |
| 2020-12-31 | $3.8M | 20k | 196.08 |
| 2020-09-30 | $2.9M | 20k | 149.81 |
| 2020-06-30 | $2.9M | 21k | 143.17 |
| 2020-03-31 | $4.2M | 37k | 114.47 |
| 2019-12-31 | $6.4M | 39k | 165.66 |
| 2019-09-30 | $5.9M | 40k | 148.42 |
| 2019-06-30 | $4.9M | 32k | 155.50 |
| 2019-03-31 | $4.9M | 32k | 153.09 |
| 2018-12-31 | $3.4M | 25k | 133.91 |
| 2018-09-30 | $4.1M | 24k | 168.54 |
| 2018-06-30 | $7.3M | 44k | 163.78 |
| 2018-03-31 | $5.2M | 34k | 151.84 |
| 2017-12-31 | $5.5M | 36k | 152.47 |
More positions owned by Lake Street Advisors Group
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