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iShares Russell 2000 Index shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 17k 220.89
2024-06-30 $2.6M 13k 202.90
2024-03-31 $2.4M 12k 210.30
2023-12-31 $2.2M 11k 200.71
2023-09-30 $688k 3.9k 176.72

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Msci Acwi Etf (ACWI)
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)
Innovator Etfs Tr Us Eqty Acc Etf (XDJA)

View all positions for Unique Wealth

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