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iShares Russell 2000 Index shares owned by Westwood Wealth Management

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

Historical chart of Westwood Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $820k 3.3k 246.15

More positions owned by Westwood Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Wisdomtree Tr Us Midcap Fund (EZM)
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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
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Barclays
Millennium Management
Royal Bank of Canada
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UBS Group
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BlackRock
Balyasny Asset Management
Empower Advisory Group
Jpmorgan Chase & Co
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index