iShares Russell 2000 Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9B | 7.8M | 241.96 |
| 2025-06-30 | $1.5B | 7.1M | 215.79 |
| 2025-03-31 | $1.4B | 6.9M | 199.49 |
| 2024-12-31 | $1.6B | 7.0M | 220.96 |
| 2024-09-30 | $1.5B | 6.9M | 220.89 |
| 2024-06-30 | $1.3B | 6.2M | 202.89 |
| 2024-03-31 | $1.2B | 5.9M | 210.30 |
| 2023-09-30 | $923M | 5.2M | 176.74 |
| 2023-06-30 | $967M | 5.2M | 187.27 |
| 2023-03-31 | $1.0B | 5.7M | 178.40 |
| 2022-12-31 | $909M | 5.2M | 174.36 |
| 2022-09-30 | $877M | 5.3M | 164.92 |
| 2022-06-30 | $1.2B | 6.8M | 169.36 |
| 2022-03-31 | $1.4B | 6.8M | 205.27 |
| 2021-12-31 | $1.5B | 6.8M | 222.45 |
| 2021-09-30 | $1.5B | 6.9M | 218.75 |
| 2021-06-30 | $1.5B | 6.7M | 229.37 |
| 2021-03-31 | $1.3B | 6.0M | 220.94 |
| 2020-12-31 | $1.1B | 5.7M | 196.06 |
| 2020-09-30 | $601M | 4.0M | 149.79 |
| 2020-06-30 | $560M | 3.9M | 143.18 |
| 2020-03-31 | $446M | 3.9M | 114.46 |
| 2019-12-31 | $647M | 3.9M | 165.67 |
| 2019-09-30 | $585M | 3.9M | 151.34 |
| 2019-06-30 | $588M | 3.8M | 155.50 |
| 2019-03-31 | $558M | 3.6M | 153.09 |
| 2018-12-31 | $504M | 3.8M | 133.90 |
| 2018-09-30 | $633M | 3.8M | 168.55 |
| 2018-06-30 | $526M | 3.2M | 163.77 |
| 2018-03-31 | $361M | 2.4M | 151.83 |
| 2017-12-31 | $381M | 2.5M | 152.46 |
| 2017-09-30 | $287M | 1.9M | 148.18 |
| 2017-06-30 | $262M | 1.9M | 140.92 |
| 2017-03-31 | $9.8M | 72k | 136.21 |
| 2016-12-31 | $9.7M | 72k | 135.43 |
| 2016-09-30 | $9.4M | 76k | 123.35 |
| 2016-06-30 | $8.9M | 78k | 114.08 |
| 2016-03-31 | $239M | 2.2M | 108.95 |
| 2015-12-31 | $282M | 2.6M | 110.27 |
| 2015-09-30 | $152M | 1.3M | 113.24 |
| 2015-06-30 | $211M | 1.7M | 123.75 |
| 2015-03-31 | $273M | 2.2M | 124.42 |
| 2014-12-31 | $189M | 1.6M | 119.62 |
| 2014-09-30 | $120M | 1.1M | 107.80 |
| 2014-06-30 | $148M | 1.2M | 118.81 |
| 2014-03-31 | $152M | 1.3M | 116.34 |
| 2013-12-31 | $176M | 1.5M | 115.36 |
| 2013-09-30 | $159M | 1.5M | 108.22 |
| 2013-06-30 | $106M | 1.1M | 97.00 |
| 2012-09-30 | $76M | 910k | 83.44 |
| 2011-09-30 | $43M | 666k | 64.30 |
| 2011-03-31 | $14M | 166k | 84.17 |