We are live on ! Find out more
IWM icon

iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1226
BTR Capital Management
California
$543K – – –
KTA
1227
Keeley-Teton Advisors
Illinois
$542K +$44.6K +242 +8%
W
1228
Wealthquest
Ohio
$540K -$83.3K -452 -12%
MIG
1229
McGuire Investment Group
Rhode Island
$539K – – –
D
1230
Diversified
Delaware
$538K +$59K +320 +11%
IA
1231
Insight Advisors
Pennsylvania
$537K -$109K -594 -17%
LOPW
1232
Live Oak Private Wealth
North Carolina
$536K -$7.19K -39 -1%
NCM
1233
Next Capital Management
New York
$536K +$27.8K +151 +5%
RIG
1234
Roosevelt Investment Group
New York
$536K +$584K +3,167 New
OFG
1235
Oxford Financial Group
Indiana
$534K -$51.6K -280 -8%
BCM
1236
Barometer Capital Management
Ontario, Canada
$532K +$479K +2,600 New
PCM
1237
Penn Capital Management
Pennsylvania
$531K -$184K -997 -24%
BC
1238
Burney Company
Virginia
$530K +$11.8K +64 +2%
HIIFS
1239
Harel Insurance Investments & Financial Services
Israel
$529K -$5.68M -30,810 -91%
VCP
1240
Vista Capital Partners
Oregon
$529K – – –
MCM
1241
Mengis Capital Management
Oregon
$528K -$184 -1 -0%
AB
1242
Atlas Brown
Kentucky
$528K +$184 +1 +0%
ACM
1243
Ategra Capital Management
Virginia
$525K +$184 +1 +0%
WEG
1244
World Equity Group
Illinois
$525K -$27.1K -147 -5%
FAM
1245
Flaharty Asset Management
Florida
$519K -$64.9K -352 -10%
NG
1246
NWK Group
California
$517K -$15.1K -82 -3%
OFA
1247
Oak Family Advisors
Illinois
$516K -$3.5K -19 -0.6%
OSNBOA
1248
Old Second National Bank of Aurora
Illinois
$514K -$73.7K -400 -12%
PCM
1249
Parsons Capital Management
Rhode Island
$510K +$5.53K +30 +1%
ML
1250
McAdam LLC
Pennsylvania
$510K +$277K +1,505 +100%
48 49
50
51 52