iShares Russell 2000 Growth Index shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 65 | 320.05 |
| 2025-06-30 | $19k | 65 | 285.86 |
| 2025-03-31 | $36k | 142 | 255.95 |
| 2024-12-31 | $19k | 65 | 287.83 |
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