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iShares Russell 2000 Index shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 23k 220.89
2024-06-30 $4.8M 24k 202.89
2024-03-31 $6.1M 29k 210.30
2023-12-31 $4.1M 21k 200.71
2023-09-30 $3.5M 20k 176.74
2023-06-30 $3.9M 21k 187.27
2023-03-31 $3.9M 22k 178.40
2022-12-31 $3.3M 19k 174.36
2022-09-30 $2.7M 17k 164.89
2022-06-30 $2.8M 17k 169.33
2022-03-31 $3.7M 18k 205.27
2021-12-31 $4.4M 20k 222.43
2021-09-30 $4.5M 21k 218.73
2021-06-30 $4.8M 21k 229.36
2021-03-31 $4.4M 20k 220.96
2020-12-31 $4.3M 22k 196.04
2020-09-30 $2.6M 17k 149.76
2020-06-30 $2.7M 19k 143.19
2020-03-31 $2.3M 20k 114.45
2019-12-31 $5.5M 33k 165.66
2019-09-30 $5.2M 35k 151.33
2019-06-30 $5.7M 37k 155.49
2019-03-31 $5.8M 38k 153.10
2018-12-31 $14M 107k 133.90
2018-09-30 $17M 103k 168.55
2018-06-30 $17M 101k 163.77
2018-03-31 $15M 98k 151.83
2017-12-31 $14M 94k 152.46
2017-09-30 $13M 90k 148.18
2017-06-30 $11M 80k 140.92
2017-03-31 $10M 73k 137.48
2016-12-31 $9.3M 69k 134.86
2016-09-30 $8.0M 64k 124.20
2016-06-30 $7.0M 61k 114.98

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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