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iShares Russell 2000 Growth Index shares owned by Strategic Financial

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

Historical chart of Strategic Financial investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Strategic Financial 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 8.4k 252.23
2023-09-30 $2.0M 8.9k 224.14
2023-06-30 $2.3M 9.3k 242.65
2023-03-31 $2.1M 9.4k 226.82
2022-12-31 $1.9M 8.9k 214.53
2022-09-30 $1.9M 9.2k 206.59
2022-06-30 $1.9M 9.4k 206.35
2022-03-31 $2.6M 10k 255.76
2021-12-31 $3.0M 10k 293.02
2021-09-30 $2.3M 7.8k 293.63
2021-06-30 $2.5M 8.1k 311.64
2021-03-31 $2.5M 8.2k 300.80
2020-12-31 $2.4M 8.5k 286.69
2020-09-30 $1.9M 8.7k 221.52
2020-06-30 $2.1M 9.9k 206.91
2020-03-31 $1.6M 10k 158.19
2019-12-31 $2.4M 11k 214.19
2019-09-30 $2.2M 12k 192.72
2019-06-30 $2.4M 12k 200.87
2019-03-31 $2.4M 12k 196.67
2018-12-31 $2.7M 16k 168.00
2018-09-30 $3.4M 16k 215.10
2018-06-30 $3.3M 16k 204.35
2018-03-31 $3.0M 16k 190.58
2017-12-31 $3.0M 16k 186.70
2017-09-30 $4.1M 23k 178.97
2017-06-30 $4.3M 25k 168.78
2017-03-31 $3.4M 21k 161.64
2016-12-31 $1.5M 9.7k 153.96
2016-09-30 $878k 5.9k 148.86
2016-06-30 $797k 5.8k 137.13
2016-03-31 $721k 5.4k 132.66
2015-12-31 $645k 4.6k 139.25

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

Top funds holding iShares Russell 2000 Growth Index

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

View all funds holding iShares Russell 2000 Growth Index