StoneCrest Wealth Management »

iShares Russell 2000 Index shares owned by StoneCrest Wealth Management

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

Historical chart of StoneCrest 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 StoneCrest Wealth Management 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 2.3k 210.30
2023-12-31 $462k 2.3k 200.71

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Nas100 Eq Weighted SHS (QQEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds S&p 500 Covered (XYLD)
Apple (AAPL)
Wisdomtree Tr Cloud Computng (WCLD)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for StoneCrest Wealth Management

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Millennium Management
Susquehanna International
Goldman Sachs Group
Citigroup
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Rokos Capital Management
Tudor Investment Corporation
Morgan Stanley
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index