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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
2024-03-31 $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

Powershares Qqq Tr Etf (QQQ)
Nvidia Corp Stock (NVDA)
Microsoft Stock (MSFT)
Vanguard Small Cap Etf Etf (VB)
Spdr S&p 500 Etf Etf (SPY)
Apple Stock (AAPL)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Dimensional Core Fixed Income Etf Etf (DFCF)
Amazon.com Stock (AMZN)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares S&p 500 Index Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Baker Avenue Asset Management

Top funds holding iShares Russell 2000 Growth Index

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

View all funds holding iShares Russell 2000 Growth Index