iShares Russell 2000 Index shares owned by Larson Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 26k | 210.30 |
| 2023-12-31 | $1.6M | 8.1k | 200.72 |
| 2023-09-30 | $648k | 3.7k | 176.76 |
| 2023-06-30 | $676k | 3.6k | 187.29 |
| 2023-03-31 | $545k | 3.1k | 178.40 |
| 2022-12-31 | $746k | 4.3k | 174.34 |
| 2022-09-30 | $714k | 4.3k | 164.93 |
| 2022-06-30 | $714k | 4.2k | 169.35 |
| 2022-03-31 | $839k | 4.1k | 205.23 |
| 2021-12-31 | $925k | 4.2k | 222.41 |
| 2021-09-30 | $912k | 4.2k | 218.81 |
| 2021-06-30 | $919k | 4.0k | 229.35 |
| 2021-03-31 | $599k | 3.1k | 196.07 |
| 2020-12-31 | $599k | 3.1k | 196.07 |
| 2020-09-30 | $472k | 3.2k | 149.79 |
| 2020-06-30 | $590k | 4.1k | 143.07 |
| 2020-03-31 | $115k | 1.0k | 114.31 |
| 2019-12-31 | $66k | 398 | 165.83 |
| 2019-09-30 | $65k | 431 | 150.81 |
| 2019-06-30 | $59k | 380 | 155.26 |
| 2019-03-31 | $55k | 409 | 134.47 |
| 2018-12-31 | $55k | 409 | 134.47 |