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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

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Quarterly reported holdings in iShares Russell 2000 Index by Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 17k 241.96
2025-06-30 $4.0M 19k 215.79
2025-03-31 $2.8M 14k 199.49
2024-12-31 $2.3M 11k 220.95
2024-09-30 $1.1M 5.0k 220.91

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Ishares Gold Tr Ishares New (IAU)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)

View all positions for Wealthspan Partners

Top funds holding iShares Russell 2000 Index

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UBS Group
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BlackRock

View all funds holding iShares Russell 2000 Index