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iShares Russell 2000 Growth Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in iShares Russell 2000 Growth Index

Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 20211M1.5M2M2.5M6k8k10k12k
Value ($)Share countHistorical IWO position of AdvicePeriod Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 2000 Growth Index held by AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.4M 7.7k 311.76
2021-03-31 $2.3M 7.5k 300.69
2020-12-31 $2.1M 7.2k 286.69
2020-09-30 $1.6M 7.1k 221.47
2020-06-30 $1.1M 5.5k 206.93
2020-03-31 $837k 5.3k 158.13
2019-12-31 $1.1M 5.3k 214.27
2019-09-30 $1.0M 5.3k 192.79
2019-06-30 $1.5M 7.2k 200.94
2019-03-31 $1.5M 7.6k 196.72
2018-12-31 $2.0M 12k 168.02
2018-09-30 $2.7M 13k 215.08
2018-06-30 $2.5M 12k 204.34
2018-03-31 $2.1M 11k 190.60
2017-12-31 $1.6M 8.3k 186.76

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Morgan Stanley
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Cassaday & Co Wealth Management
Wells Fargo & Company
Churchill Management Corp.
FMR
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Raymond James Financial
Cohen Klingenstein
LPL Financial

View all funds holding iShares Russell 2000 Growth Index