Financial Perspectives »

iShares Russell 2000 Index shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Financial Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $452k 2.2k 210.32
2023-12-31 $402k 2.0k 200.71
2023-09-30 $275k 1.6k 176.73
2023-06-30 $265k 1.4k 187.26
2023-03-31 $124k 695 178.28
2022-12-31 $48k 275 174.36

More positions owned by Financial Perspectives

Medtronic SHS (MDT)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Boston Scientific Corporation (BSX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Broadcom (AVGO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Fidelity Covington Trust Consmr Staples (FSTA)
Fidelity Covington Trust Msci Info Tech I (FTEC)

View all positions for Financial Perspectives

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Susquehanna International
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

View all funds holding iShares Russell 2000 Index