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iShares Russell 2000 Index shares owned by Seros Financial

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

Historical chart of Seros 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 Seros 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 Seros Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $376k 1.5k 246.15
2025-03-31 $938k 4.7k 199.49
2024-12-31 $951k 4.7k 202.89

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Seros Financial

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Tudor Investment Corporation
Citadel Advisors
Barclays
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group
BlackRock
Balyasny Asset Management
Empower Advisory Group
Jpmorgan Chase & Co
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index