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iShares Russell 2000 Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $154k 636 242.06
2025-06-30 $137k 636 215.63
2025-03-31 $106k 493 214.60
2024-12-31 $60k 248 242.57

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Apple Stock (AAPL)
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Jpmorgan Chase & Co Stock (JPM)
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International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
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View all positions for Roxbury Financial

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
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock
Belvedere Trading

View all funds holding iShares Russell 2000 Index