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iShares Russell 2000 Index shares owned by Partnership Wealth Management

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

Historical chart of Partnership 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 Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $70k 315 220.89
2024-06-30 $64k 315 202.89
2024-03-31 $66k 315 210.30
2023-12-31 $61k 315 192.88

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership 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