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iShares Russell 2000 Index shares owned by WJ Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by WJ Financial Advisors from 13F filings

Historical chart of WJ Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by WJ Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 839 246.27

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Cornerstone Strategic Value (CLM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for WJ Financial Advisors

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
Balyasny Asset Management
Empower Advisory Group
Jpmorgan Chase & Co
Capstone Investment Advisors

View all funds holding iShares Russell 2000 Index