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iShares Russell 2000 Index shares owned by Luminvest Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Luminvest Wealth Management from 13F filings

Historical chart of Luminvest Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Luminvest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 924 248.90
2025-06-30 $206k 924 223.14
2024-12-31 $204k 924 220.91
2024-09-30 $208k 924 225.60
2024-03-31 $201k 924 217.64
2023-12-31 $203k 924 219.47

More positions owned by Luminvest Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Luminvest Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
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Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock

View all funds holding iShares Russell 2000 Index