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iShares Russell 2000 Index shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $902k 39k 22.88
2025-09-30 $473k 25k 18.74
2025-06-30 $425k 25k 16.81
2025-03-31 $394k 25k 15.61
2024-12-31 $728k 27k 27.38

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment 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