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iShares Russell 2000 Index shares owned by Peterson Wealth Management

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

Historical chart of Peterson 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 Peterson 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 Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $237k 1.1k 215.84
2021-12-31 $680k 3.1k 222.51
2021-09-30 $644k 2.9k 218.82
2021-06-30 $620k 2.7k 229.29

More positions owned by Peterson Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Select Sector Spdr Tr Financial (XLF)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Casey's General Stores (CASY)

View all positions for Peterson Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
CTC
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock

View all funds holding iShares Russell 2000 Index