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iShares Russell 2000 Index shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood 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 Trueblood 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $312k 1.4k 220.96
2024-03-31 $297k 1.4k 210.30
2023-12-31 $284k 1.4k 200.71

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Tudor Investment Corporation
Wells Fargo & Company
Millennium Management
Citigroup
Goldman Sachs Group
UBS Group
Royal Bank of Canada
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index