iShares Russell 2000 Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $369k | 1.8k | 200.87 |
| 2023-09-30 | $331k | 1.9k | 176.82 |
| 2023-06-30 | $339k | 1.8k | 187.50 |
| 2023-03-31 | $372k | 2.1k | 178.42 |
| 2022-12-31 | $415k | 2.4k | 174.39 |
| 2022-09-30 | $662k | 4.0k | 165.01 |
| 2022-06-30 | $809k | 4.8k | 169.35 |
| 2019-12-31 | $30k | 183 | 163.93 |