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iShares Russell 2000 Index shares owned by Shum Financial Group

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

Historical chart of Shum Financial Group investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Shum Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 794 300.45

More positions owned by Shum Financial Group

Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust ST STR SP600 SML (SPSM)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust St Str Sp Div (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
JPMorgan Chase & Co. (JPM)

View all positions for Shum Financial Group

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Citigroup
Morgan Stanley
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
Bank Of Montreal
UBS Group
BlackRock

View all funds holding iShares Russell 2000 Index