Strategic Wealth Partners »

iShares Russell 2000 Growth Index shares owned by Strategic Wealth Partners

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

Historical chart of Strategic 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 Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Growth Index by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 40k 270.80
2023-09-30 $9.1M 40k 224.61
2023-06-30 $9.9M 41k 242.66
2023-03-31 $9.1M 41k 222.41
2022-12-31 $8.6M 40k 214.51
2022-09-30 $8.3M 40k 206.58
2022-06-30 $8.4M 41k 206.31
2022-03-31 $10M 40k 255.74
2021-12-31 $12M 40k 293.06
2021-09-30 $12M 41k 293.59
2021-03-31 $13M 42k 300.75
2020-12-31 $12M 42k 286.70
2020-09-30 $9.2M 42k 221.53
2020-06-30 $9.1M 44k 206.86
2020-03-31 $7.2M 46k 158.18
2019-12-31 $9.9M 46k 214.21
2019-09-30 $9.1M 47k 192.72
2019-06-30 $9.5M 47k 200.88
2019-03-31 $47M 47k 998.46
2018-12-31 $15k 90 166.67
2018-09-30 $10k 48k 0.22
2018-06-30 $9.9k 48k 0.20
2018-03-31 $9.2k 48k 0.19
2017-12-31 $8.9M 48k 186.70
2017-09-30 $9.0M 50k 178.96
2017-06-30 $8.3M 49k 168.77
2017-03-31 $8.0M 50k 161.65
2016-12-31 $7.6M 50k 153.95
2016-09-30 $7.1M 48k 148.90
2016-06-30 $6.3M 46k 137.17