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iShares Russell 2000 Growth Index shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Fountainhead AM 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 Fountainhead AM

Quarter filed Position value Share count Share price at filing
2025-09-30 $338k 1.1k 320.12
2025-06-30 $302k 1.1k 285.88
2025-03-31 $268k 1.0k 255.50
2024-12-31 $302k 1.0k 287.92
2024-09-30 $297k 1.0k 283.88
2024-06-30 $286k 1.1k 262.65

More positions owned by Fountainhead AM

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Large Cap Etf (VV)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

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