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iShares Russell 2000 Growth Index shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 1.3k 320.08
2025-06-30 $369k 1.3k 286.08
2025-03-31 $656k 2.6k 255.62
2024-12-31 $753k 2.6k 287.89
2022-03-31 $210k 823 255.16
2021-12-31 $274k 935 293.05
2021-09-30 $466k 1.6k 294.01

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Columbia Etf Tr I Resh Enhnc Cor (RECS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
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Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
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Microsoft Corporation (MSFT)
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Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Fundamentun

Top funds holding iShares Russell 2000 Growth Index

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
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index