iShares Russell 2000 Index shares owned by Laurel Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Laurel Wealth Advisors
from 13F filings
Historical chart of Laurel Wealth Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Laurel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Laurel Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.8M | 13k | 220.87 |
2024-06-30 | $2.4M | 12k | 202.87 |
2024-03-31 | $2.9M | 14k | 210.28 |
2023-09-30 | $2.4M | 13k | 176.74 |
2023-06-30 | $2.4M | 13k | 187.27 |
2023-03-31 | $2.3M | 13k | 178.40 |
2022-12-31 | $2.3M | 13k | 174.36 |
2022-09-30 | $2.2M | 13k | 164.94 |
2022-06-30 | $2.4M | 14k | 169.33 |
2022-03-31 | $2.9M | 14k | 205.30 |
2021-12-31 | $3.3M | 15k | 222.46 |
2021-09-30 | $3.1M | 14k | 218.76 |
2021-06-30 | $3.2M | 14k | 229.37 |
2021-03-31 | $3.1M | 14k | 220.96 |
2020-12-31 | $3.0M | 15k | 196.09 |
2020-09-30 | $2.2M | 15k | 149.77 |
2020-06-30 | $2.2M | 16k | 143.17 |
2020-03-31 | $1.8M | 16k | 114.47 |
2019-12-31 | $2.8M | 17k | 165.68 |
2019-09-30 | $2.8M | 19k | 151.36 |
2019-06-30 | $3.2M | 21k | 155.52 |
2019-03-31 | $3.1M | 21k | 153.10 |
2018-12-31 | $2.7M | 20k | 133.90 |
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