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iShares Russell 2000 Growth Index shares owned by Icon Wealth Partners

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Icon Wealth Partners from 13F filings

Historical chart of Icon Wealth Partners investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Icon Wealth Partners 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 Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.9M 13k 224.15
2023-06-30 $135k 557 242.66
2023-03-31 $129k 567 226.82
2022-06-30 $221k 1.1k 206.35
2022-03-31 $280k 1.1k 255.47
2021-09-30 $313k 1.1k 293.62
2021-06-30 $324k 1.0k 312.14
2021-03-31 $312k 1.0k 300.87
2019-03-31 $140k 710 197.18
2018-12-31 $129k 767 168.19
2018-09-30 $211k 981 215.09
2018-06-30 $245k 1.2k 204.00
2018-03-31 $278k 1.5k 190.67
2017-12-31 $400k 2.1k 186.83