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
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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 |
|---|---|---|---|
| 2025-09-30 | $662k | 2.7k | 241.99 |
| 2025-06-30 | $635k | 2.9k | 215.79 |
| 2025-03-31 | $457k | 2.3k | 199.46 |
| 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 |