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iShares Russell 2000 Index shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 1.1k 220.89
2022-03-31 $225k 1.1k 205.10
2021-12-31 $247k 1.1k 222.32

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors (TSLA)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Straight Path Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index