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iShares Russell 2000 Index shares owned by Northeast Financial Group

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

Historical chart of Northeast Financial Group investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Northeast Financial 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 Northeast Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 44k 241.97
2025-06-30 $8.3M 38k 215.79
2025-03-31 $5.3M 27k 199.49
2024-12-31 $2.7M 12k 220.96
2024-09-30 $2.5M 11k 220.89

More positions owned by Northeast Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Ishares Tr Broad Usd High (USHY)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Northeast Financial Group

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