iShares Russell 2000 Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $241k | 1.2k | 200.71 |
| 2021-12-31 | $13k | 60 | 216.67 |
| 2021-09-30 | $13k | 59 | 220.34 |
| 2021-06-30 | $14k | 59 | 237.29 |
| 2021-03-31 | $13k | 59 | 220.34 |
| 2020-12-31 | $1.0k | 5 | 200.00 |
| 2019-12-31 | $18k | 111 | 162.16 |
| 2019-09-30 | $17k | 111 | 153.15 |
| 2019-06-30 | $17k | 111 | 153.15 |
| 2019-03-31 | $17k | 111 | 153.15 |
| 2018-12-31 | $15k | 111 | 135.14 |
| 2018-09-30 | $19k | 111 | 171.17 |
| 2018-06-30 | $462k | 2.8k | 163.66 |
| 2018-03-31 | $17k | 111 | 153.15 |
| 2017-03-31 | $208k | 1.5k | 137.29 |
| 2016-12-31 | $175k | 1.5k | 115.51 |