waypoint wealth counsel »

iShares Russell 2000 Index shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 20k 210.30
2023-12-31 $3.6M 18k 200.71
2023-09-30 $2.9M 17k 176.74
2023-03-31 $3.1M 17k 178.40
2022-12-31 $2.9M 17k 174.36

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index