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iShares Russell 2000 Index shares owned by Vested Financial Planning

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

Historical chart of Vested Financial Planning investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 744 300.35

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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