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iShares Russell 2000 Index shares owned by Founders Financial Securities

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

Historical chart of Founders Financial Securities investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 2000 Index by Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $379k 1.8k 210.33
2023-12-31 $1.1M 5.3k 200.72
2023-09-30 $383k 2.2k 176.73
2023-06-30 $380k 2.0k 187.26
2023-03-31 $362k 2.0k 178.38
2022-12-31 $379k 2.2k 174.33
2022-09-30 $314k 1.9k 165.00
2022-06-30 $350k 2.1k 169.49
2022-03-31 $510k 2.5k 205.23
2021-12-31 $616k 2.8k 222.46
2021-09-30 $1.2M 5.4k 218.67
2021-06-30 $1.5M 6.3k 229.30
2021-03-31 $3.7M 17k 220.95
2020-12-31 $4.7M 24k 196.07
2020-03-31 $505k 4.4k 114.36
2019-12-31 $752k 4.5k 165.68
2019-09-30 $612k 4.0k 151.30
2019-06-30 $584k 3.8k 155.48
2019-03-31 $545k 3.6k 152.96
2018-12-31 $470k 3.5k 133.79
2018-09-30 $590k 3.5k 168.52
2018-06-30 $554k 3.4k 163.81
2018-03-31 $486k 3.2k 151.73
2017-12-31 $478k 3.1k 152.33
2017-09-30 $470k 3.2k 148.12
2017-06-30 $515k 3.7k 141.02
2017-03-31 $547k 4.0k 137.58
2016-12-31 $532k 3.9k 134.82
2016-09-30 $452k 3.6k 124.07
2016-06-30 $425k 3.7k 115.11
2016-03-31 $451k 4.1k 110.62
2015-12-31 $468k 4.2k 112.72
2015-09-30 $452k 4.1k 109.26
2015-06-30 $465k 3.7k 124.87
2015-03-31 $433k 3.5k 124.50
2014-12-31 $393k 3.3k 119.67
2014-09-30 $360k 3.3k 109.29
2014-06-30 $378k 3.2k 118.79
2014-03-31 $19M 2.9k 6325.87
2013-12-31 $314k 2.7k 115.53

More positions owned by Founders Financial Securities

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Strategy Day Hagan Ned (SSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Founders Financial Securities

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
Rokos Capital Management
Tudor Investment Corporation
Morgan Stanley
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index