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iShares Russell 2000 Index shares owned by Rollins Financial Advisors

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

Historical chart of Rollins Financial 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 Rollins Financial 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 Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $495k 2.0k 241.93
2025-06-30 $447k 2.1k 215.76
2025-03-31 $338k 1.7k 199.46
2024-12-31 $373k 1.7k 221.01
2024-09-30 $349k 1.6k 220.90

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Invesco Qqq Trust Series I Etf (QQQ)
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Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Tesla Stock (TSLA)
Jpmorgan Chase & Co Stock (JPM)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard High Dividend Yield Index Etf Etf (VYM)

View all positions for Rollins Financial Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Parallax Volatility Advisers
BlackRock
Belvedere Trading
Balyasny Asset Management
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index