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iShares Russell 2000 Growth Index shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 41 292.68
2024-06-30 $12k 45 266.67
2024-03-31 $12k 45 266.67
2023-12-31 $11k 45 244.44
2023-09-30 $10k 44 227.27
2023-06-30 $11k 44 250.00
2023-03-31 $10k 44 227.27
2022-03-31 $11k 44 250.00
2021-12-31 $13k 44 295.45
2021-09-30 $13k 44 295.45
2021-06-30 $14k 44 318.18
2021-03-31 $16k 53 301.89
2020-12-31 $17k 59 288.14
2020-09-30 $13k 59 220.34
2020-06-30 $12k 59 203.39
2020-03-31 $9.0k 58 155.17
2019-12-31 $17k 80 212.50
2019-09-30 $18k 93 193.55
2019-06-30 $19k 92 206.52
2019-03-31 $20k 103 194.17