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iShares Russell 2000 Index shares owned by Lavelle Capital

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

Historical chart of Lavelle Capital investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Lavelle Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $448k 1.8k 248.00
2025-12-31 $445k 1.8k 246.16

More positions owned by Lavelle Capital

Tesla Motors (TSLA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Msci World Etf (URTH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Strategy Cl A New (MSTR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Lavelle Capital

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index