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iShares Russell 2000 Index shares owned by Compass Investment Advisers

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Compass Investment Advisers from 13F filings

Historical chart of Compass Investment Advisers investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Compass Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $232k 1.1k 221.06

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Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Compass Investment Advisers

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
CTC
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock

View all funds holding iShares Russell 2000 Index