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iShares Russell 2000 Growth Index shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group 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 Fortis Group 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 31k 284.00
2024-06-30 $10M 39k 262.53
2024-03-31 $14M 52k 270.80
2023-12-31 $20k 80 252.23
2023-09-30 $9.0k 40 224.15
2020-09-30 $73k 332 219.88

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Utilities MF Closed and MF Open (XLU)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Gold Tr Ishares New (IAU)
RBB Us Treas 3 Mnth (TBIL)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares 20 MF Closed and MF Open (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Fortis Group 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