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iShares Russell 2000 Index shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol 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 RFG - Bristol 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 700 300.47
2024-12-31 $211k 954 221.00

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust ST STR SP1500VT (VLU)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Pgim Etf Tr Tota Retu Bd Etf (PTRB)
Caterpillar (CAT)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Ssga Active Etf Tr St Str Real Etf (RLY)
Coca-Cola Company (KO)
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for RFG - Bristol 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