iShares Russell 2000 Index shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 31k | 241.96 |
| 2025-06-30 | $1.1M | 5.1k | 215.79 |
| 2025-03-31 | $1.1M | 5.3k | 199.49 |
| 2024-12-31 | $4.1M | 18k | 220.96 |
| 2024-09-30 | $1.7M | 7.5k | 220.89 |
| 2024-06-30 | $872k | 4.3k | 202.89 |
| 2024-03-31 | $955k | 4.5k | 210.30 |
| 2023-12-31 | $829k | 4.1k | 200.71 |
| 2023-09-30 | $883k | 5.0k | 176.74 |
| 2023-06-30 | $1.0M | 5.6k | 187.27 |
| 2023-03-31 | $1.0M | 5.8k | 178.40 |
| 2022-12-31 | $595k | 3.4k | 174.36 |
| 2022-09-30 | $611k | 3.3k | 183.32 |
| 2022-06-30 | $629k | 3.7k | 169.45 |
| 2022-03-31 | $803k | 3.9k | 205.27 |
| 2021-12-31 | $2.6M | 12k | 222.47 |