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iShares Russell 2000 Index shares owned by Beta Wealth

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

Historical chart of Beta Wealth investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $635k 2.6k 246.18
2025-09-30 $649k 2.7k 241.95

More positions owned by Beta Wealth

Gmo Etf Trust Gmo Intl Quality (QLTI)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Em Mkts Div Etf (DVYE)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr State Street Bla (SRLN)
Dimensional Etf Trust Emerging Mrktets (DEXC)
J P Morgan Exchange Traded F Realty Income Et (JPRE)

View all positions for Beta Wealth

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index