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iShares Russell 2000 Growth Index shares owned by Aspiriant

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

Historical chart of Aspiriant investment in iShares Russell 2000 Growth Index

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.4k 320.04
2025-06-30 $1.0M 3.5k 285.86
2025-03-31 $891k 3.5k 255.53
2024-12-31 $1.0M 3.5k 287.82
2024-09-30 $986k 3.5k 284.00
2024-06-30 $906k 3.5k 262.53
2024-03-31 $814k 3.0k 270.80
2023-12-31 $758k 3.0k 252.22
2023-09-30 $667k 3.0k 224.15
2023-06-30 $734k 3.0k 242.66
2023-03-31 $663k 2.9k 226.82
2022-12-31 $627k 2.9k 214.52
2022-09-30 $583k 2.8k 206.01
2022-06-30 $582k 2.8k 205.65
2022-03-31 $687k 2.7k 255.77
2021-12-31 $723k 2.5k 292.71
2021-09-30 $725k 2.5k 293.52
2021-06-30 $770k 2.5k 311.74
2021-03-31 $742k 2.5k 300.40
2020-12-31 $708k 2.5k 286.64
2020-09-30 $547k 2.5k 221.46
2020-06-30 $511k 2.5k 206.88
2020-03-31 $1.2M 7.5k 158.24
2019-12-31 $530k 2.5k 214.57
2019-09-30 $476k 2.5k 192.71
2019-06-30 $497k 2.5k 201.21
2019-03-31 $486k 2.5k 196.76
2018-12-31 $415k 2.5k 168.02
2018-09-30 $531k 2.5k 214.98
2018-06-30 $505k 2.5k 204.45
2017-03-31 $229k 1.4k 161.84
2015-12-31 $221k 1.6k 138.99
2015-09-30 $498k 3.7k 133.87
2015-06-30 $642k 4.2k 154.55
2015-03-31 $899k 5.9k 151.58
2014-12-31 $966k 6.8k 142.44
2014-09-30 $880k 6.8k 129.76
2014-06-30 $998k 7.2k 138.38
2014-03-31 $981k 7.2k 136.02
2013-12-31 $1.1M 7.9k 135.53
2013-06-30 $885k 7.9k 111.47
2013-03-31 $825k 7.7k 107.58
2012-12-31 $591k 6.2k 95.32

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
Goldman Sachs Group
LPL Financial
Cohen Klingenstein
D.A. Davidson & Co.
Commonwealth Equity Services
UBS Group
Northern Trust

View all funds holding iShares Russell 2000 Growth Index