Cassady Wealth & Retirement Planning »

iShares Russell 2000 Index shares owned by Cassady Wealth & Retirement Planning

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

Historical chart of Cassady Wealth & Retirement Planning investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $518k 2.1k 246.16

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Millennium Management
Barclays
Citadel Advisors
Tudor Investment Corporation
Wells Fargo & Company
UBS Group
Goldman Sachs Group
BlackRock
Empower Advisory Group
Capstone Investment Advisors
LPL Financial
Belvedere Trading
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index