iShares Russell 2000 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $83k | 441 | 187.47 |
| 2023-03-31 | $79k | 441 | 178.59 |
| 2022-12-31 | $77k | 441 | 174.55 |
| 2022-09-30 | $73k | 441 | 165.53 |
| 2022-06-30 | $74k | 439 | 168.56 |
| 2022-03-31 | $90k | 438 | 205.48 |
| 2021-12-31 | $101k | 455 | 221.98 |
| 2021-09-30 | $95k | 436 | 217.89 |
| 2021-06-30 | $100k | 434 | 230.41 |
| 2021-03-31 | $96k | 434 | 221.20 |
| 2020-12-31 | $85k | 433 | 196.30 |