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iShares Russell 2000 Index shares owned by Lakeshore Capital Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lakeshore Capital Group from 13F filings

Historical chart of Lakeshore Capital Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Lakeshore Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $866k 3.6k 241.94
2025-06-30 $786k 3.6k 215.77
2025-03-31 $979k 4.9k 199.50
2024-12-31 $4.4M 20k 220.96

More positions owned by Lakeshore Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Quality (GARP)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Apple (AAPL)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr U.s. Tech Etf (IYW)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl A (GOOGL)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lakeshore Capital Group

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock
Belvedere Trading

View all funds holding iShares Russell 2000 Index