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iShares Russell 2000 Index shares owned by Stephenson & Company

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Stephenson & Company from 13F filings

Historical chart of Stephenson & Company investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Stephenson & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 5.6k 210.30
2023-12-31 $1.1M 5.4k 200.71

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding iShares Russell 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Millennium Management
Susquehanna International
Goldman Sachs Group
Citigroup
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Tudor Investment Corporation
Morgan Stanley
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Belvedere Trading

View all funds holding iShares Russell 2000 Index