iShares Russell 2000 Index shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT 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 LGT Financial 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 LGT Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $724k | 3.4k | 210.32 |
2023-12-31 | $691k | 3.4k | 200.70 |
2023-09-30 | $604k | 3.4k | 176.74 |
2023-06-30 | $640k | 3.4k | 187.27 |
2022-12-31 | $593k | 3.4k | 174.35 |