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iShares Russell 2000 Index shares owned by Estate Counselors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Estate Counselors from 13F filings

Historical chart of Estate Counselors investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Estate Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Estate Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 12k 200.71
2023-09-30 $4.6M 26k 176.74
2023-06-30 $5.7M 31k 187.27
2023-03-31 $7.2M 40k 178.40
2022-12-31 $5.3M 31k 174.36
2022-09-30 $5.9M 36k 164.92
2022-06-30 $6.7M 40k 169.36
2022-03-31 $7.9M 38k 205.26
2021-12-31 $8.7M 39k 222.44
2021-09-30 $7.2M 33k 218.75
2021-06-30 $6.1M 27k 229.35
2021-03-31 $5.6M 26k 220.92
2020-12-31 $4.6M 24k 196.07
2020-09-30 $7.4M 49k 149.79
2020-06-30 $7.2M 50k 143.18
2020-03-31 $13M 117k 114.46
2019-12-31 $20M 119k 165.67
2019-09-30 $18M 116k 151.34
2019-06-30 $18M 116k 155.50
2019-03-31 $17M 112k 153.09
2018-12-31 $18M 137k 133.90
2018-09-30 $37M 219k 168.55
2018-06-30 $35M 216k 163.77
2018-03-31 $24M 157k 151.83
2017-12-31 $29M 189k 152.46
2017-09-30 $37M 252k 148.18
2017-06-30 $30M 214k 140.92
2017-03-31 $31M 228k 137.48
2016-12-31 $17M 123k 134.85
2016-09-30 $9.3M 75k 124.21
2016-06-30 $8.7M 75k 114.98
2016-03-31 $8.2M 74k 110.63
2015-12-31 $1.9M 17k 112.63
2015-09-30 $2.0M 19k 108.81
2015-06-30 $2.9M 24k 124.83
2015-03-31 $3.0M 24k 124.37
2014-12-31 $16M 133k 119.62
2014-09-30 $14M 131k 109.35
2014-06-30 $16M 131k 118.81
2014-03-31 $15M 131k 116.34
2013-12-31 $15M 131k 115.36
2013-09-30 $14M 131k 106.61
2013-06-30 $12M 126k 97.56
2013-03-31 $8.2M 87k 94.43
2012-12-31 $7.2M 85k 84.31
2012-09-30 $5.9M 71k 83.93

More positions owned by Estate Counselors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Estate Counselors

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