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iShares Russell 2000 Index shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight 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 ForthRight 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 ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 1.1k 220.95
2024-06-30 $268k 1.3k 202.86
2024-03-31 $323k 1.5k 210.33
2023-12-31 $324k 1.6k 200.67
2020-12-31 $37k 187 197.86

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr Russ 2000 Divd (SMDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)

View all positions for ForthRight Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index