iShares Russell 2000 Growth Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $40k | 148 | 271.45 |
| 2023-12-31 | $57k | 225 | 251.88 |
| 2023-09-30 | $50k | 224 | 224.58 |
| 2023-06-30 | $55k | 224 | 243.13 |
| 2023-03-31 | $51k | 224 | 227.17 |
| 2022-12-31 | $50k | 231 | 214.50 |
| 2022-09-30 | $48k | 231 | 207.79 |
| 2022-06-30 | $49k | 236 | 207.63 |
| 2022-03-31 | $83k | 323 | 256.97 |
| 2021-12-31 | $165k | 562 | 293.59 |
| 2021-09-30 | $165k | 561 | 294.12 |
| 2021-06-30 | $175k | 561 | 311.94 |
| 2020-12-31 | $204k | 711 | 286.92 |
| 2019-12-31 | $288k | 1.3k | 214.61 |
| 2019-09-30 | $258k | 1.3k | 192.54 |
| 2019-06-30 | $312k | 1.6k | 200.64 |
| 2019-03-31 | $335k | 1.7k | 196.60 |
| 2018-12-31 | $286k | 1.7k | 168.04 |
| 2018-09-30 | $366k | 1.7k | 215.29 |
| 2018-06-30 | $352k | 1.7k | 204.18 |
More positions owned by West Branch Capital
Home Depot (HD)
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