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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Amplify Etf Tr High Income (YYY)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Susquehanna International
Millennium Management
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Nomura Holdings
Royal Bank of Canada
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Belvedere Trading
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding iShares Russell 2000 Index