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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

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Quarterly reported holdings in iShares Russell 2000 Index by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
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