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iShares Russell 2000 Index shares owned by JFG Wealth Management

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

Historical chart of JFG 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 JFG 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 1.0k 221.01
2022-12-31 $200k 1.1k 174.36
2021-03-31 $828k 3.7k 220.98
2020-12-31 $734k 3.7k 195.89

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)

View all positions for JFG 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