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iShares Russell 2000 Growth Index shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 5.0k 283.96
2024-03-31 $777k 3.1k 250.32
2023-12-31 $95k 377 252.22
2023-09-30 $37k 163 224.15
2023-06-30 $39k 161 242.66
2023-03-31 $35k 156 226.82
2022-12-31 $34k 156 214.52

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)

View all positions for EverSource Wealth 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
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Strategic Financial Concepts
Pnc Financial Services
Commonwealth Equity Services
Cohen Klingenstein
UBS Group
Us Bancorp
Charles Schwab Investment Management

View all funds holding iShares Russell 2000 Growth Index