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iShares Russell 2000 Growth Index shares owned by Sunpointe

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

Historical chart of Sunpointe 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 Sunpointe 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 Sunpointe

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 850 270.80
2023-12-31 $214k 850 252.22

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Microsoft Corporation (MSFT)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sunpointe

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