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iShares Russell 2000 Index shares owned by Continuum Wealth Advisors

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

Historical chart of Continuum 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 Continuum 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 Continuum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $216k 1.1k 200.71
2023-06-30 $202k 1.1k 187.27
2022-12-31 $216k 1.2k 174.36

More positions owned by Continuum Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Continuum Wealth Advisors

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
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
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index