Efficient Wealth Management »

iShares Russell 2000 Growth Index shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 75 280.00
2024-06-30 $19k 75 253.33
2024-03-31 $7.0k 24 291.67
2023-03-31 $4.0k 19 210.53
2022-12-31 $3.0k 19 157.89
2022-09-30 $4.0k 19 210.53
2022-06-30 $4.0k 19 210.53
2022-03-31 $5.0k 19 263.16
2021-12-31 $6.0k 19 315.79
2021-09-30 $6.0k 19 315.79
2021-06-30 $6.0k 19 315.79
2021-03-31 $6.0k 19 315.79
2020-12-31 $5.0k 19 263.16
2020-09-30 $4.0k 19 210.53
2020-06-30 $9.0k 44 204.55
2020-03-31 $7.0k 44 159.09