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iShares Russell 2000 Index shares owned by Curated Wealth Partners

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

Historical chart of Curated Wealth Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $689k 2.5k 277.89
2026-06-30 $198k 66k 3.00
2022-03-31 $1.6M 7.5k 215.38
2021-12-31 $1.6M 7.5k 215.38

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Doubleline Etf Trust Secur Cr Etf (DSCO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Terex Corporation (TEX)
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Ishares Tr Core S&p500 Etf (IVV)

View all positions for Curated Wealth Partners

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
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Tudor Investment Corporation
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
UBS Group
BlackRock
Toronto-Dominion Bank
Empower Advisory Group
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Index