iShares Russell 2000 Index shares owned by Live Oak Investment Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Live Oak Investment Partners
from 13F filings
Historical chart of Live Oak Investment Partners investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Live Oak Investment Partners 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 Live Oak Investment Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $17k | 76 | 220.83 |
2024-06-30 | $15k | 76 | 202.83 |
2023-12-31 | $15k | 76 | 200.72 |
2023-09-30 | $13k | 76 | 176.75 |
2023-06-30 | $14k | 76 | 187.17 |
2023-03-31 | $14k | 76 | 178.33 |
2022-12-31 | $13k | 76 | 174.33 |
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