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iShares Russell 2000 Index shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 61 248.15

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View all positions for Portus Wealth Advisors

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index