iShares Russell 2000 Index shares owned by Lifestyle Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lifestyle Asset Management
from 13F filings
Historical chart of Lifestyle Asset Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Lifestyle Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.4k | 241.95 |
| 2025-06-30 | $1.6M | 7.3k | 215.78 |
| 2025-03-31 | $1.4M | 7.1k | 199.48 |
| 2024-12-31 | $1.3M | 6.0k | 220.95 |
| 2024-09-30 | $1.3M | 5.9k | 220.88 |
| 2024-06-30 | $1.2M | 5.8k | 202.88 |
| 2024-03-31 | $1.2M | 5.9k | 210.29 |
| 2023-12-31 | $1.3M | 6.4k | 200.70 |
| 2023-09-30 | $14M | 79k | 176.74 |
| 2023-06-30 | $15M | 79k | 187.27 |
| 2023-03-31 | $14M | 76k | 178.40 |
| 2022-12-31 | $13M | 72k | 174.36 |
More positions owned by Lifestyle Asset Management
View all positions for Lifestyle Asset Management