iShares Russell 2000 Index shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 110k | 241.96 |
| 2025-06-30 | $24M | 112k | 215.79 |
| 2025-03-31 | $21M | 104k | 199.49 |
| 2024-12-31 | $21M | 96k | 220.96 |
| 2024-09-30 | $23M | 102k | 220.89 |
| 2024-06-30 | $20M | 98k | 202.89 |
| 2024-03-31 | $16M | 76k | 210.30 |
| 2023-09-30 | $13M | 73k | 176.74 |
| 2023-06-30 | $13M | 70k | 187.27 |
| 2023-03-31 | $12M | 70k | 178.40 |
| 2022-12-31 | $12M | 66k | 174.36 |