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iShares Russell 2000 Growth Index shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 5.3k 393.90
2026-03-31 $1.8M 5.7k 313.98
2025-12-31 $2.0M 6.1k 323.00
2025-09-30 $2.2M 6.9k 320.02
2025-06-30 $1.9M 6.7k 285.86
2025-03-31 $2.9M 11k 255.65
2024-12-31 $3.5M 12k 287.96

More positions owned by BFC Planning

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Envestnet Asset Management
Goldman Sachs Group
Cassaday & Co Wealth Management
Wells Fargo & Company
LPL Financial
Pnc Financial Services
D.A. Davidson & Co.
Tiaa-cref Individual & Institutional Services
FMR
Healthcare Of Ontario Pension Plan Trust Fund
UBS Group
Cohen Klingenstein
TIAA Wealth Investment Management

View all funds holding iShares Russell 2000 Growth Index