iShares Russell 2000 Index shares owned by Lauterbach Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lauterbach Financial Advisors
from 13F filings
Historical chart of Lauterbach Financial 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 Lauterbach Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Index by Lauterbach Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251k | 1.0k | 241.96 |
| 2025-06-30 | $224k | 1.0k | 215.79 |
| 2025-03-31 | $207k | 1.0k | 199.49 |
| 2024-12-31 | $229k | 1.0k | 220.96 |
| 2024-09-30 | $231k | 1.0k | 220.89 |
| 2024-06-30 | $219k | 1.0k | 208.92 |
| 2024-03-31 | $220k | 1.0k | 210.30 |
| 2023-12-31 | $210k | 1.0k | 200.71 |
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