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iShares Russell 2000 Index shares owned by California Capital Advisors

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

Historical chart of California Capital 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 California Capital 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 California Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.6M 27k 246.16

More positions owned by California Capital Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr Broad Usd High (USHY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Core Investment (FTCB)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Us Hlthcare Etf (IYH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Caterpillar (CAT)

View all positions for California Capital Advisors

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
Balyasny Asset Management
Empower Advisory Group
Jpmorgan Chase & Co
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index