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iShares Russell 2000 Index shares owned by Polaris Financial Partners

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

Historical chart of Polaris Financial Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Polaris Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Polaris Financial Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $74k 265 279.25

More positions owned by Polaris Financial Partners

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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Apple (AAPL)
Meta Platforms Cl A (META)
Caterpillar (CAT)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)
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Dell Technologies CL C (DELL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vertiv Holdings Com Cl A (VRT)
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View all positions for Polaris Financial Partners

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index