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iShares Russell 2000 Index shares owned by Coordinated Financial Services

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Coordinated Financial Services from 13F filings

Historical chart of Coordinated Financial Services investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Coordinated Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 5.7k 241.95
2025-06-30 $1.2M 5.6k 215.79
2024-12-31 $1.4M 6.5k 220.96

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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