Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Russell 2000 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 8.6k 200.70
2023-09-30 $1.3M 7.4k 176.73
2023-06-30 $1.1M 5.8k 187.26
2023-03-31 $1.4M 7.9k 178.39
2022-12-31 $1.4M 8.2k 174.35
2022-09-30 $1.4M 8.3k 164.89
2022-06-30 $1.5M 8.9k 169.37
2022-03-31 $1.5M 7.2k 205.27
2021-12-31 $1.8M 8.2k 222.46
2021-09-30 $1.1M 5.1k 218.64
2021-06-30 $1.2M 5.1k 229.27
2021-03-31 $1.0M 4.6k 220.91
2020-12-31 $1.1M 5.8k 196.00
2020-09-30 $901k 6.0k 149.77
2020-06-30 $872k 6.1k 143.14
2020-03-31 $580k 5.1k 114.38
2019-12-31 $554k 3.3k 165.67
2019-09-30 $554k 3.7k 151.37
2019-06-30 $545k 3.5k 155.49
2019-03-31 $531k 3.5k 153.16
2018-12-31 $478k 3.6k 133.93
2018-09-30 $629k 3.7k 168.54
2018-06-30 $536k 3.3k 163.81
2018-03-31 $507k 3.3k 154.10
2017-12-31 $536k 3.5k 152.58
2017-09-30 $382k 2.6k 148.35
2017-06-30 $391k 2.8k 140.95
2017-03-31 $277k 2.0k 137.54
2016-12-31 $271k 2.0k 134.62
2015-03-31 $210k 1.7k 124.26
2014-06-30 $236k 2.0k 118.83
2013-12-31 $330k 2.9k 115.42

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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NVIDIA Corporation (NVDA)
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Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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