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iShares Russell 2000 Growth Index shares owned by Baker Avenue Asset Management

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

Historical chart of Baker Avenue Asset Management investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Baker Avenue Asset Management 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $463k 1.6k 284.08
2024-03-31 $441k 1.6k 270.88
2023-12-31 $411k 1.6k 252.29
2023-09-30 $371k 1.7k 224.15
2023-06-30 $409k 1.7k 242.66
2023-03-31 $382k 1.7k 226.82
2022-12-31 $228k 1.1k 214.45
2022-09-30 $219k 1.1k 206.21
2022-06-30 $220k 1.1k 206.19
2022-03-31 $330k 1.3k 255.42
2021-12-31 $328k 1.1k 293.12
2019-12-31 $389k 1.8k 214.09
2019-09-30 $350k 1.8k 192.63
2019-06-30 $377k 1.9k 200.85
2019-03-31 $386k 2.0k 196.24
2018-12-31 $386k 2.3k 168.05
2018-09-30 $7.8M 36k 215.07
2018-06-30 $12M 58k 204.32
2018-03-31 $10M 54k 190.57
2017-12-31 $9.0M 48k 186.69
2017-09-30 $8.4M 47k 178.95
2017-06-30 $7.3M 43k 168.78
2017-03-31 $6.6M 41k 161.67
2016-12-31 $6.4M 41k 153.94
2016-09-30 $4.4M 30k 148.91
2016-06-30 $2.1M 16k 137.16
2016-03-31 $513k 3.9k 132.56
2015-12-31 $914k 6.6k 139.33
2015-09-30 $1.2M 9.0k 133.96
2015-06-30 $12M 78k 154.58
2015-03-31 $5.4M 36k 151.55
2014-03-31 $9.8M 72k 136.07
2013-12-31 $8.6M 64k 135.51
2013-09-30 $7.3M 58k 125.83
2013-03-31 $5.6M 52k 107.63

More positions owned by Baker Avenue Asset Management

Simpson Manufacturing (SSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)
Electronic Arts (EA)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

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
Goldman Sachs Group
Wells Fargo & Company
Pnc Financial Services
Cohen Klingenstein
Commonwealth Equity Services
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index