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iShares Russell 2000 Index shares owned by Safe Harbor Fiduciary

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Safe Harbor Fiduciary from 13F filings

Historical chart of Safe Harbor Fiduciary investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Safe Harbor Fiduciary

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.0M 14k 215.79

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Russell 2000 Etf (IWM)
Oneok (OKE)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Illinois Tool Works (ITW)
Seagate Technology Hldngs Pl Ord Shs (STX)
PNC Financial Services (PNC)
Cisco Systems (CSCO)

View all positions for Safe Harbor Fiduciary

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
CTC
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

View all funds holding iShares Russell 2000 Index