iShares Russell 2000 Index shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $566k | 2.6k | 220.98 |
| 2024-09-30 | $581k | 2.6k | 220.93 |
| 2024-06-30 | $593k | 2.8k | 210.27 |
| 2024-03-31 | $593k | 2.8k | 210.27 |
| 2023-12-31 | $554k | 2.8k | 200.68 |
| 2023-09-30 | $355k | 2.0k | 176.75 |
| 2023-06-30 | $410k | 2.2k | 187.28 |
| 2022-09-30 | $255k | 1.6k | 164.52 |
| 2022-06-30 | $136k | 804 | 169.15 |
| 2022-03-31 | $291k | 1.4k | 204.93 |
| 2021-12-31 | $156k | 703 | 221.91 |
| 2021-09-30 | $191k | 874 | 218.54 |
| 2021-06-30 | $200k | 874 | 228.83 |
| 2021-03-31 | $805k | 3.6k | 221.03 |
| 2020-12-31 | $228k | 1.2k | 196.38 |
| 2020-09-30 | $174k | 1.2k | 149.87 |
| 2020-06-30 | $223k | 1.6k | 143.13 |
| 2020-03-31 | $267k | 2.3k | 114.64 |
| 2019-12-31 | $451k | 2.7k | 165.69 |
| 2019-09-30 | $406k | 2.7k | 151.21 |
| 2019-06-30 | $418k | 2.7k | 155.51 |
| 2019-03-31 | $442k | 2.9k | 153.10 |
| 2018-12-31 | $389k | 2.9k | 133.77 |
| 2018-09-30 | $498k | 3.0k | 168.58 |
| 2018-06-30 | $484k | 3.0k | 163.85 |
| 2018-03-31 | $422k | 2.8k | 151.96 |
| 2017-12-31 | $385k | 2.5k | 152.54 |
| 2017-09-30 | $335k | 2.3k | 148.23 |
| 2017-06-30 | $336k | 2.4k | 140.88 |
| 2017-03-31 | $288k | 2.1k | 137.27 |
| 2016-12-31 | $284k | 2.1k | 134.98 |
| 2015-12-31 | $261k | 2.3k | 112.69 |
| 2015-09-30 | $228k | 2.1k | 109.35 |
| 2015-06-30 | $269k | 2.2k | 124.36 |
| 2015-03-31 | $245k | 2.0k | 124.11 |