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iShares Russell 2000 Growth Index shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $8.1M 39k 206.60
2022-06-30 $9.7M 47k 206.30
2022-03-31 $9.4M 37k 255.74
2021-12-31 $8.9M 30k 293.05
2021-09-30 $9.0M 31k 293.60
2021-06-30 $10M 33k 311.69
2021-03-31 $9.6M 32k 300.73
2020-12-31 $9.2M 32k 286.71
2020-09-30 $7.6M 34k 221.53
2020-06-30 $7.3M 35k 206.86
2020-03-31 $7.0M 44k 158.17
2019-12-31 $1.0M 4.8k 214.29
2019-09-30 $973k 5.0k 192.83
2019-06-30 $1.0M 5.0k 200.95
2019-03-31 $992k 5.0k 196.59
2018-12-31 $2.4M 14k 167.97
2018-09-30 $685k 3.2k 215.14
2018-06-30 $651k 3.2k 204.46
2018-03-31 $607k 3.2k 190.64
2017-12-31 $607k 3.3k 186.60
2017-09-30 $582k 3.3k 178.91
2017-06-30 $549k 3.3k 168.77
2017-03-31 $526k 3.3k 161.70
2016-12-31 $501k 3.3k 154.01
2016-09-30 $484k 3.3k 148.79
2016-06-30 $446k 3.3k 137.10
2016-03-31 $473k 3.6k 132.57
2015-12-31 $413k 3.0k 139.15
2015-09-30 $948k 7.1k 133.96
2015-06-30 $318k 2.1k 154.82
2015-03-31 $311k 2.1k 151.41
2014-12-31 $292k 2.1k 142.16
2014-06-30 $209k 1.5k 138.23
2014-03-31 $206k 1.5k 136.24

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Us Bancorp
Alliancebernstein
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index