Capital Advisors »

iShares Russell 2000 Growth Index shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Growth Index by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $256k 903 283.50
2024-06-30 $237k 903 262.46
2024-03-31 $293k 1.1k 270.54
2023-12-31 $296k 1.2k 252.34
2023-09-30 $299k 1.3k 223.80
2023-06-30 $324k 1.3k 242.52
2023-03-31 $303k 1.3k 226.80
2022-12-31 $287k 1.3k 214.82
2022-09-30 $276k 1.3k 206.59
2022-06-30 $288k 1.4k 206.01
2022-03-31 $357k 1.4k 255.36
2021-12-31 $410k 1.4k 293.28
2021-09-30 $284k 968 293.39
2021-06-30 $436k 1.4k 311.87
2021-03-31 $420k 1.4k 300.43
2020-12-31 $401k 1.4k 286.84
2020-09-30 $310k 1.4k 221.75
2020-06-30 $274k 1.4k 193.64
2020-03-31 $268k 2.3k 118.69
2019-12-31 $350k 1.6k 214.33
2019-09-30 $364k 4.3k 85.43
2019-06-30 $444k 2.2k 200.72
2019-03-31 $398k 2.0k 196.83
2018-12-31 $353k 2.1k 168.18
2018-09-30 $451k 2.1k 214.86
2018-06-30 $314k 1.5k 204.16
2018-03-31 $293k 1.5k 190.51
2017-12-31 $287k 1.5k 186.61
2017-09-30 $275k 1.5k 178.80
2017-06-30 $260k 1.5k 169.05
2017-03-31 $249k 1.5k 161.90
2016-12-31 $237k 1.5k 154.10
2016-09-30 $229k 1.5k 148.89
2016-06-30 $197k 1.4k 137.00
2016-03-31 $191k 1.4k 132.82
2015-12-31 $200k 1.4k 139.08
2015-09-30 $193k 1.4k 134.21
2015-06-30 $222k 1.4k 154.38
2015-03-31 $218k 1.4k 151.60
2014-12-31 $205k 1.4k 142.56
2014-09-30 $186k 1.4k 129.44
2014-06-30 $199k 1.4k 138.39
2014-03-31 $196k 1.4k 136.30
2013-12-31 $195k 1.4k 135.61

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

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