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iShares Russell 2000 Index shares owned by Wise Wealth Partners

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

Historical chart of Wise Wealth 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 Wise Wealth 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 Wise Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $576k 2.4k 241.99
2025-06-30 $513k 2.4k 215.82
2025-03-31 $276k 1.4k 199.54
2024-12-31 $305k 1.4k 221.00

More positions owned by Wise Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Dimensional Etf Trust Global Core Plus (DFGP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Wise Wealth Partners

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
CTC
Tudor Investment Corporation
Citadel Advisors
Millennium Management
Goldman Sachs Group
Wells Fargo & Company
Royal Bank of Canada
Morgan Stanley
UBS Group
Bank Of Montreal
Parallax Volatility Advisers
BlackRock

View all funds holding iShares Russell 2000 Index