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iShares Russell 2000 Index shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates 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 Bennett Associates 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 Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 20k 210.30
2023-12-31 $5.4M 27k 200.71

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Core Msci Emkt (IEMG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Bennett Associates Wealth Management

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