iShares Russell 2000 Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 4.2k | 246.17 |
| 2025-09-30 | $883k | 3.6k | 241.97 |
| 2025-06-30 | $787k | 3.6k | 215.80 |
| 2025-03-31 | $728k | 3.6k | 199.50 |
| 2024-12-31 | $824k | 3.7k | 220.97 |
| 2024-09-30 | $798k | 3.6k | 220.90 |
| 2024-06-30 | $733k | 3.6k | 202.90 |
| 2024-03-31 | $760k | 3.6k | 210.31 |
| 2023-12-31 | $725k | 3.6k | 200.72 |
| 2023-09-30 | $653k | 3.7k | 176.75 |
| 2023-06-30 | $692k | 3.7k | 187.28 |
| 2023-03-31 | $659k | 3.7k | 178.41 |
| 2022-12-31 | $702k | 4.0k | 174.37 |
| 2022-09-30 | $664k | 4.0k | 164.85 |
| 2022-06-30 | $682k | 4.0k | 169.31 |