iShares Russell 2000 Index shares owned by LM Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LM Advisors
from 13F filings
Historical chart of LM Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by LM Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 1.9k | 241.77 |
| 2025-06-30 | $460k | 2.1k | 215.86 |
| 2025-03-31 | $453k | 2.3k | 199.30 |
| 2024-12-31 | $387k | 1.8k | 221.14 |
| 2024-09-30 | $387k | 1.8k | 221.02 |
| 2024-03-31 | $1.7M | 8.0k | 210.27 |
| 2023-12-31 | $351k | 1.8k | 200.71 |