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iShares Russell 2000 Index shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 376 220.82
2024-06-30 $76k 375 202.68
2024-03-31 $79k 374 210.04
2023-12-31 $75k 373 200.50

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Tudor Investment Corporation
Wells Fargo & Company
Millennium Management
Citigroup
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index