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iShares Russell 2000 Index shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $540k 2.2k 241.96
2024-12-31 $206k 932 220.96
2024-03-31 $204k 970 210.30
2022-12-31 $215k 1.2k 174.36

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
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
Belvedere Trading

View all funds holding iShares Russell 2000 Index