iShares Russell 2000 Growth Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 4.4k | 284.10 |
| 2024-06-30 | $1.2M | 4.4k | 262.61 |
| 2024-03-31 | $1.2M | 4.5k | 270.84 |
| 2023-12-31 | $1.2M | 4.9k | 252.31 |
| 2023-09-30 | $1.1M | 4.9k | 224.21 |
| 2023-06-30 | $793k | 3.3k | 242.58 |
| 2023-03-31 | $743k | 3.3k | 226.73 |
| 2022-12-31 | $703k | 3.3k | 214.53 |
| 2022-09-30 | $677k | 3.3k | 206.59 |
| 2022-06-30 | $649k | 3.1k | 206.16 |
| 2022-03-31 | $831k | 3.2k | 255.85 |
| 2021-12-31 | $981k | 3.3k | 293.01 |
| 2021-09-30 | $982k | 3.3k | 293.66 |
| 2021-06-30 | $1.0M | 3.3k | 311.60 |
| 2021-03-31 | $1.0M | 3.4k | 300.83 |
| 2020-12-31 | $987k | 3.4k | 286.59 |
| 2020-09-30 | $768k | 3.5k | 221.39 |
| 2020-06-30 | $718k | 3.5k | 206.98 |
| 2020-03-31 | $578k | 3.7k | 158.18 |
| 2019-12-31 | $804k | 3.8k | 214.17 |
| 2019-09-30 | $724k | 3.8k | 192.86 |
| 2019-06-30 | $757k | 3.8k | 200.85 |
| 2019-03-31 | $741k | 3.8k | 196.60 |
| 2018-12-31 | $495k | 2.9k | 168.14 |
| 2018-09-30 | $633k | 2.9k | 215.01 |
| 2018-06-30 | $602k | 2.9k | 204.48 |
| 2018-03-31 | $561k | 2.9k | 190.56 |
| 2017-12-31 | $626k | 3.4k | 186.64 |
| 2017-09-30 | $600k | 3.4k | 178.89 |
| 2017-06-30 | $566k | 3.4k | 168.75 |
| 2017-03-31 | $544k | 3.4k | 161.71 |
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