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iShares Russell 2000 Index shares owned by Moulton Wealth Management

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

Historical chart of Moulton 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 Moulton 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 Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $329k 1.3k 248.78
2024-12-31 $872k 3.9k 220.96
2024-09-30 $556k 2.5k 219.15
2021-03-31 $1.0M 4.5k 224.34

More positions owned by Moulton Wealth Management

Spdr Series Trust State Street Spd (KOMP)
Spdr Series Trust State Street Spd (JNK)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (ONEY)
Vaneck Etf Trust Gold Miners Etf (GDX)
Select Sector Spdr Tr State Street Tec (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Series Trust State Street Spd (XME)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Expanded Tech (IGV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Aer Def Etf (ITA)
Global X Fds Rbtcs Artfl Inte (BOTZ)

View all positions for Moulton Wealth Management

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