iShares Russell 2000 Index shares owned by LPWM
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LPWM
from 13F filings
Historical chart of LPWM investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by LPWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by LPWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 29k | 200.93 |
| 2023-12-31 | $5.5M | 29k | 193.25 |
| 2023-09-30 | $4.8M | 28k | 174.07 |
| 2023-06-30 | $5.1M | 27k | 187.65 |
| 2023-03-31 | $4.6M | 26k | 178.40 |
| 2022-12-31 | $4.6M | 25k | 180.51 |
| 2022-09-30 | $4.2M | 25k | 164.94 |
| 2022-06-30 | $4.5M | 25k | 175.61 |
| 2022-03-31 | $7.6M | 38k | 199.47 |
| 2021-12-31 | $8.0M | 36k | 222.45 |
| 2021-09-30 | $7.7M | 35k | 222.29 |
| 2021-06-30 | $7.6M | 34k | 226.38 |
| 2021-03-31 | $2.4M | 11k | 223.76 |
| 2020-12-31 | $2.1M | 11k | 196.02 |
| 2020-09-30 | $1.7M | 11k | 152.20 |
| 2020-06-30 | $1.6M | 11k | 143.18 |
| 2020-03-31 | $1.4M | 12k | 114.44 |
| 2019-12-31 | $1.5M | 9.2k | 165.64 |