Beverly Hills Private Wealth »

iShares Russell 2000 Index shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private 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 Beverly Hills Private Wealth 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 9.4k 200.72

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Lowe's Companies (LOW)
Merck & Co (MRK)
Chevron Corporation (CVX)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Charles Schwab Corporation (SCHW)

View all positions for Beverly Hills Private Wealth

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index