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iShares Russell 2000 Index shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth 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 Consilio Wealth 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 Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 8.9k 241.95
2025-06-30 $1.9M 9.0k 215.47
2022-06-30 $4.3M 25k 169.34
2022-03-31 $4.8M 24k 205.26

More positions owned by Consilio Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Amazon Stock (AMZN)
Qqq - Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Total World Stock Etf Etf (VT)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Etf Etf (IWB)
Zroz - Pimco 25 Year Zero Coupon Us Treasury Index Etf Etf (ZROZ)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Efg - Ishares Msci Eafe Growth Etf Etf (EFG)

View all positions for Consilio Wealth Advisors

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