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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

Tip: Access up to 7 years of quarterly data

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

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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
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