iShares Russell 2000 Index shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning 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 Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 8.1k | 241.98 |
| 2025-06-30 | $1.8M | 8.5k | 215.79 |
| 2025-03-31 | $1.7M | 8.5k | 199.49 |
| 2024-12-31 | $2.1M | 9.3k | 220.98 |
| 2024-09-30 | $2.0M | 9.1k | 220.91 |
| 2024-06-30 | $1.8M | 9.1k | 202.90 |
| 2024-03-31 | $1.9M | 9.2k | 210.32 |
| 2023-09-30 | $1.7M | 9.8k | 176.74 |
More positions owned by Lakeshore Financial Planning
View all positions for Lakeshore Financial Planning