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iShares Russell 2000 Growth Index shares owned by Essential Planning

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

Historical chart of Essential 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 Essential 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 3.6k 295.64

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View all positions for Essential Planning

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
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

View all funds holding iShares Russell 2000 Growth Index