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iShares Russell 2000 Index shares owned by Constellation Wealth Advisors

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

Historical chart of Constellation Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Constellation 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 Constellation Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $965k 8.8k 109.18
2015-06-30 $1.1M 8.5k 124.81
2015-03-31 $995k 8.0k 124.34
2014-12-31 $2.8M 23k 119.61

More positions owned by Constellation Wealth Advisors

Spdr S&p 500 Etf (SPY)
WisdomTree Japan Total Dividend (DXJ)
Vanguard European ETF (VGK)
Rydex S&P Equal Weight ETF
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
Bank of America Corporation (BAC)
Bank of New York Mellon Corporation (BK)
Johnson & Johnson (JNJ)
American International (AIG)
Merck & Co (MRK)
Johnson Controls
Eaton Vance Tax-Managed Global Buy-Write (ETW)

View all positions for Constellation Wealth Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index