Aspireon Wealth Advisors »

iShares Russell 2000 Index shares owned by Aspireon Wealth Advisors

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

Historical chart of Aspireon Wealth 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 Aspireon Wealth Advisors 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 Aspireon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $496k 2.8k 178.55
2022-12-31 $1.0M 6.8k 146.58
2022-09-30 $608k 3.7k 164.99
2022-06-30 $765k 4.5k 169.51

More positions owned by Aspireon Wealth Advisors

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Russel 1000 Etf (IWB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p500 Etf Shs (VOO)
Isharestr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Ishares Core Msci Eafe Etf (IEFA)
Invesco Exchange Traded Fd T S&p 500 Pur Val (RPV)
Kraneshares Csi China Internet Kraneshares China Intnt Etf (KWEB)
Ishares S&p Gsci Commodity Unit Ben Int (GSG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Direxion Shs Etf Tr 20yr Tres Bull
Ishares Tr Gl Clean Ene Etf (ICLN)

View all positions for Aspireon Wealth Advisors

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index