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iShares Russell 2000 Index shares owned by Approach Retirement Advisors

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

Historical chart of Approach Retirement 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 Approach Retirement 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 Approach Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $295k 1.2k 246.16

More positions owned by Approach Retirement Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
AFLAC Incorporated (AFL)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Approach Retirement Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
BlackRock
Belvedere Trading
Balyasny Asset Management
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index