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iShares Russell 2000 Index shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.5M 22k 246.16
2022-09-30 $633k 4.0k 160.00
2022-06-30 $391k 2.3k 169.56

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Amazon (AMZN)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Microsoft Corporation (MSFT)
Dbx Etf Tr Xtrackers S&p (SNPE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG Wealth Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Tudor Investment Corporation
Citadel Advisors
Barclays
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Parallax Volatility Advisers
BlackRock
Balyasny Asset Management
Capstone Investment Advisors
Empower Advisory Group

View all funds holding iShares Russell 2000 Index