iShares Russell 2000 Index shares owned by LifeSteps Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 241.95 |
| 2025-06-30 | $2.7M | 12k | 215.79 |
| 2025-03-31 | $2.4M | 12k | 199.49 |
| 2024-12-31 | $2.7M | 12k | 220.96 |
| 2024-09-30 | $2.7M | 12k | 220.89 |
| 2024-06-30 | $2.6M | 13k | 202.89 |
| 2024-03-31 | $2.9M | 14k | 210.30 |
| 2023-12-31 | $2.9M | 15k | 200.70 |
| 2023-09-30 | $2.7M | 15k | 176.74 |
| 2023-06-30 | $2.8M | 15k | 187.27 |
| 2023-03-31 | $2.8M | 16k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.36 |
| 2022-09-30 | $2.7M | 17k | 164.94 |
| 2022-06-30 | $2.9M | 17k | 169.34 |
| 2022-03-31 | $3.7M | 18k | 205.24 |
| 2021-12-31 | $4.1M | 19k | 222.42 |
| 2021-09-30 | $4.1M | 19k | 218.72 |
| 2021-06-30 | $4.3M | 19k | 229.37 |
| 2021-03-31 | $4.0M | 18k | 220.92 |
| 2020-12-31 | $3.5M | 18k | 196.05 |
| 2020-09-30 | $2.7M | 18k | 149.79 |
| 2020-06-30 | $2.6M | 18k | 143.20 |
| 2020-03-31 | $2.1M | 19k | 114.47 |
| 2019-12-31 | $3.1M | 19k | 165.69 |