Prevail Innovative Wealth Advisors »

iShares Russell 2000 Index shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative 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 Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.2M 21k 202.89
2024-03-31 $3.5M 17k 210.30

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Global X Fds Russell 2000 (RYLD)
American Centy Etf Tr Avantis Us Small (AVSC)
Adams Express Company (ADX)
Zoetis Cl A (ZTS)
Zoominfo Technologies Common Stock (ZI)
Energy Transfer Com Ut Ltd Ptn (ET)
American Tower Reit (AMT)
Lululemon Athletica (LULU)
Ishares Tr Russell 2000 Etf (IWM)
Civitas Resources Com New (CIVI)

View all positions for Prevail Innovative Wealth Advisors

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