iShares Russell 2000 Index shares owned by LVW Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.6k | 241.95 |
| 2025-06-30 | $1.7M | 8.1k | 215.80 |
| 2025-03-31 | $2.0M | 10k | 199.49 |
| 2024-12-31 | $2.7M | 12k | 220.95 |
| 2024-09-30 | $2.6M | 12k | 220.88 |
| 2024-06-30 | $2.6M | 13k | 202.90 |
| 2024-03-31 | $2.7M | 13k | 210.30 |
| 2023-12-31 | $2.6M | 13k | 200.72 |
| 2023-09-30 | $2.5M | 14k | 176.74 |
| 2023-06-30 | $2.8M | 15k | 187.27 |
| 2023-03-31 | $3.4M | 19k | 178.40 |
| 2022-12-31 | $3.6M | 21k | 174.36 |
| 2022-09-30 | $3.2M | 19k | 164.93 |
| 2022-06-30 | $3.1M | 18k | 169.35 |
| 2022-03-31 | $2.4M | 12k | 205.30 |
| 2021-12-31 | $2.4M | 11k | 222.49 |
| 2021-09-30 | $2.3M | 11k | 218.72 |
| 2021-06-30 | $2.4M | 10k | 229.35 |
| 2021-03-31 | $2.8M | 13k | 220.95 |
| 2020-12-31 | $2.4M | 13k | 196.04 |
| 2020-09-30 | $1.8M | 12k | 149.77 |
| 2020-06-30 | $2.0M | 14k | 143.20 |
| 2020-03-31 | $3.2M | 28k | 114.46 |
| 2019-03-31 | $4.2M | 27k | 153.09 |
| 2018-12-31 | $4.2M | 31k | 133.91 |
| 2018-09-30 | $7.8M | 47k | 168.55 |
| 2018-06-30 | $6.0M | 37k | 163.76 |
| 2018-03-31 | $5.0M | 33k | 151.82 |
| 2017-12-31 | $4.5M | 29k | 152.47 |
| 2017-09-30 | $1.1M | 7.6k | 148.19 |
| 2017-06-30 | $4.1M | 29k | 140.34 |
| 2017-03-31 | $4.0M | 29k | 137.51 |
| 2016-12-31 | $3.9M | 29k | 134.83 |
| 2016-09-30 | $3.6M | 29k | 124.23 |
| 2016-06-30 | $869k | 7.6k | 114.93 |
| 2016-03-31 | $836k | 7.6k | 110.57 |