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iShares Russell 2000 Index shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $883k 3.6k 241.96
2025-06-30 $829k 3.8k 215.79
2025-03-31 $764k 3.8k 199.49
2024-12-31 $847k 3.8k 220.96

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index