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iShares Russell 2000 Growth Index shares owned by Claris Financial

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

Historical chart of Claris Financial 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 Claris Financial 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 Claris Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $48k 166 288.08
2024-12-31 $48k 166 288.08

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First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
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Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding iShares Russell 2000 Growth Index

Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
Goldman Sachs Group
LPL Financial
Cohen Klingenstein
D.A. Davidson & Co.
Commonwealth Equity Services
UBS Group
Northern Trust
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index