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iShares Russell 2000 Index shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory 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 Garrett Wealth Advisory 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 Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 981 242.06
2025-06-30 $203k 940 215.84
2024-12-31 $210k 950 220.94
2024-09-30 $248k 1.1k 220.83
2024-06-30 $202k 995 202.93
2019-09-30 $147k 973 151.34

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group New Geography SHS (CGNG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)

View all positions for Garrett Wealth Advisory 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