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iShares Russell 2000 Index shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot 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 Penobscot 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $439k 2.0k 220.94
2024-06-30 $239k 1.2k 201.01

More positions owned by Penobscot Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Global Core Plus (DFGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard World Health Car Etf (VHT)
Ishares Tr Us Consm Staples (IYK)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Financials Etf (VFH)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Penobscot 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