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iShares Russell 2000 Index shares owned by LRI Investments

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $111k 500 220.96
2024-09-30 $838k 3.6k 231.91
2024-06-30 $101k 500 202.89
2024-03-31 $113k 537 210.30

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Bank of America Corporation
CTC
Citadel Advisors
Barclays
Tudor Investment Corporation
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Citigroup
Royal Bank of Canada
UBS Group
Morgan Stanley
Belvedere Trading

View all funds holding iShares Russell 2000 Index