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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

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025200k400k600k1000150020002500
Value ($)Share countHistorical IWO position of Fundamentun Source: stockzoa.comValue ($)Share count

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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
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

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

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
Wells Fargo & Company
Churchill Management Corp.
FMR
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Raymond James Financial
Cohen Klingenstein
LPL Financial

View all funds holding iShares Russell 2000 Growth Index