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iShares Russell 2000 Index shares owned by Lockerman Financial Group

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lockerman Financial Group from 13F filings

Historical chart of Lockerman Financial Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Lockerman Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 1.4k 241.96
2025-06-30 $295k 1.4k 215.79
2022-09-30 $2.5M 15k 164.93
2022-06-30 $2.6M 15k 169.39
2022-03-31 $1.6M 7.8k 205.36

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View all positions for Lockerman Financial Group

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