iShares Russell 2000 Index shares owned by Lourd Capital Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lourd Capital Management
from 13F filings
Historical chart of Lourd Capital Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lourd Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-06-30 | $2.3M | 15k | 155.47 |
| 2019-03-31 | $2.3M | 15k | 153.07 |
| 2018-12-31 | $2.0M | 15k | 133.92 |
| 2018-09-30 | $2.5M | 15k | 168.55 |
| 2018-06-30 | $2.5M | 15k | 163.74 |
| 2018-03-31 | $2.5M | 16k | 151.83 |
| 2017-12-31 | $2.5M | 16k | 152.44 |
| 2017-09-30 | $2.4M | 16k | 148.17 |
| 2017-06-30 | $2.3M | 16k | 140.90 |
| 2017-03-31 | $2.3M | 16k | 137.49 |
| 2016-12-31 | $2.2M | 16k | 134.84 |
| 2016-09-30 | $2.0M | 16k | 124.18 |
| 2016-06-30 | $2.0M | 18k | 114.96 |
| 2016-03-31 | $1.9M | 18k | 110.62 |
| 2015-12-31 | $3.1M | 28k | 112.63 |
| 2015-09-30 | $3.0M | 28k | 109.18 |
| 2015-06-30 | $3.6M | 29k | 124.85 |
| 2015-03-31 | $3.5M | 29k | 124.36 |
| 2014-12-31 | $2.8M | 23k | 119.60 |
| 2014-09-30 | $2.5M | 23k | 109.34 |
| 2014-06-30 | $2.5M | 21k | 118.83 |
| 2014-03-31 | $1.9M | 16k | 116.35 |
| 2013-12-31 | $2.1M | 18k | 115.36 |
| 2013-09-30 | $2.0M | 18k | 106.61 |
| 2013-06-30 | $1.8M | 18k | 96.97 |
| 2012-12-31 | $1.9M | 23k | 84.31 |