Wealthedge Investment Advisors »

iShares Russell 2000 Index shares owned by Wealthedge Investment Advisors

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

Historical chart of Wealthedge Investment Advisors investment in iShares Russell 2000 Index

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0015.811652M5.8116525M5.811653M5.8116535M5.811654M26.301k26.3015k26.302k26.3025k26.303k
Value ($)Share countHistorical IWM position of Wealthedge Investment Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Wealthedge Investment Advisors 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 Wealthedge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.8M 26k 220.96

More positions owned by Wealthedge Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Amazon (AMZN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)

View all positions for Wealthedge Investment Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Bank of America Corporation
CTC
Citadel Advisors
Barclays
Tudor Investment Corporation
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Citigroup
Royal Bank of Canada
UBS Group
Morgan Stanley
Belvedere Trading

View all funds holding iShares Russell 2000 Index