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iShares Russell 2000 Index shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 56 248.79
2025-09-30 $13k 56 237.79
2025-06-30 $12k 56 220.32

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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
UBS Group
Parallax Volatility Advisers
BlackRock
Belvedere Trading
Balyasny Asset Management
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index