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iShares Russell 2000 Index shares owned by Whalen Wealth Management

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

Historical chart of Whalen 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 Whalen 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 Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $380k 1.5k 246.08
2024-06-30 $1.9M 9.1k 202.89

More positions owned by Whalen Wealth Management

Ishares Tr Trust Ishare 0-1 (SHV)
NVIDIA Corporation (NVDA)
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Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Ishares Tr Ibonds Dec 2031 (IBTL)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Whalen Wealth Management

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Tudor Investment Corporation
Citadel Advisors
Barclays
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group
BlackRock
Parallax Volatility Advisers
Balyasny Asset Management
Capstone Investment Advisors
Empower Advisory Group

View all funds holding iShares Russell 2000 Index