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iShares Russell 2000 Growth Index shares owned by Assetmark

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

Historical chart of Assetmark investment in iShares Russell 2000 Growth Index

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.3M 34k 270.80
2023-12-31 $528k 2.1k 252.22
2023-09-30 $6.6M 30k 224.15
2023-06-30 $324k 1.3k 242.66
2023-03-31 $599k 2.6k 226.82
2022-12-31 $452k 2.1k 214.52
2022-09-30 $354k 1.7k 206.41
2022-06-30 $273k 1.3k 206.19
2022-03-31 $392k 1.5k 255.54
2021-12-31 $394k 1.3k 293.15
2021-09-30 $395k 1.3k 293.68
2021-06-30 $494k 1.6k 311.87
2021-03-31 $6.1M 20k 300.72
2020-12-31 $13M 47k 286.69
2020-09-30 $5.9M 27k 221.53
2020-06-30 $6.2M 30k 206.89
2020-03-31 $30k 188 159.57
2019-12-31 $21k 98 214.29
2019-09-30 $19k 100 190.00
2019-06-30 $20k 98 204.08
2019-03-31 $21M 104k 196.66
2018-12-31 $23k 137 167.88
2018-09-30 $22M 103k 215.08
2018-06-30 $19M 91k 204.33
2018-03-31 $11M 56k 190.58
2017-12-31 $9.1M 49k 186.71
2017-09-30 $8.0M 45k 178.96
2017-06-30 $8.6M 51k 168.77
2017-03-31 $8.1M 50k 161.66
2016-12-31 $3.6M 23k 153.94
2016-09-30 $3.8M 25k 148.91
2016-06-30 $37k 273 135.53
2016-03-31 $37k 276 134.06
2015-12-31 $427k 3.1k 139.31
2015-09-30 $35k 260 134.62
2015-06-30 $31k 202 153.47
2015-03-31 $25k 167 149.70
2014-12-31 $24k 170 141.18
2014-09-30 $27k 210 128.57
2014-06-30 $29k 213 136.15
2014-03-31 $30k 217 138.25
2013-12-31 $30k 219 136.99
2013-09-30 $29k 231 125.54

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View all positions for Assetmark

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index