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iShares Russell 2000 Growth Index shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 770 283.93
2024-06-30 $208k 769 270.68
2024-03-31 $208k 769 270.68

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion 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