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iShares Russell 2000 Index shares owned by Livet Wealth

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

Historical chart of Livet 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 Livet 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 Livet Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 776 300.37

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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Series Trust St Str Sp600grwo (SLYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Cloudflare Cl A Com (NET)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust ST STR SP600SM C (SLYV)

View all positions for Livet Wealth

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Citigroup
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
Bank Of Montreal
UBS Group
BlackRock

View all funds holding iShares Russell 2000 Index