iShares Russell 2000 Index shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 1.5k | 241.96 |
| 2025-06-30 | $293k | 1.4k | 215.79 |
| 2025-03-31 | $748k | 3.7k | 199.49 |
| 2024-12-31 | $851k | 3.9k | 220.96 |
| 2024-09-30 | $1.0M | 4.6k | 220.89 |
| 2024-06-30 | $646k | 3.2k | 202.89 |
| 2024-03-31 | $584k | 2.8k | 210.30 |
| 2023-12-31 | $447k | 2.2k | 200.71 |
| 2023-09-30 | $354k | 2.0k | 177.58 |
| 2023-06-30 | $367k | 2.0k | 187.27 |
| 2023-03-31 | $400k | 2.2k | 178.40 |
| 2022-12-31 | $358k | 2.1k | 174.36 |
| 2022-09-30 | $387k | 2.3k | 165.03 |
| 2022-06-30 | $391k | 2.3k | 169.34 |
| 2022-03-31 | $395k | 1.9k | 205.19 |
| 2021-12-31 | $675k | 3.0k | 222.33 |
| 2021-09-30 | $461k | 2.1k | 218.59 |
| 2021-06-30 | $351k | 1.5k | 231.07 |
| 2021-03-31 | $336k | 1.5k | 221.20 |
| 2020-12-31 | $299k | 1.5k | 196.07 |