Wealthspan Partners »

iShares Russell 2000 Index shares owned by Wealthspan Partners

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

Historical chart of Wealthspan 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 Wealthspan Partners 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 Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 11k 220.95
2024-09-30 $1.1M 5.0k 220.91

More positions owned by Wealthspan Partners

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Deere & Company (DE)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Gold Tr Ishares New (IAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Wealthspan Partners

Top funds holding iShares Russell 2000 Index

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

View all funds holding iShares Russell 2000 Index