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iShares Russell 2000 Index shares owned by Oak Point Wealth Management

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

Historical chart of Oak Point 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 Oak Point 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 Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $366k 2.5k 149.08
2017-12-31 $270k 1.8k 152.54

More positions owned by Oak Point Wealth Management

iShares S&P 1500 Index Fund (ITOT)
iShares S&P 500 Index (IVV)
Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Tudor Investment Corporation
Wells Fargo & Company
Millennium Management
Citigroup
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index