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iShares Russell 2000 Index shares owned by Addison Advisors

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

Historical chart of Addison 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 Addison 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 Addison Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $124k 414 300.45
2026-03-31 $127k 513 248.00
2025-12-31 $102k 414 246.16
2025-03-31 $9.0k 45 199.51
2023-03-31 $5.4k 30 178.40
2022-12-31 $4.4k 25 174.36

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Value (VLUE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Addison Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Citigroup
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
Bank Of Montreal
UBS Group
BlackRock

View all funds holding iShares Russell 2000 Index