GoalVest Advisory »

iShares Russell 2000 Growth Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Growth Index by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 4 284.00
2024-06-30 $1.1k 4 262.50
2024-03-31 $22k 80 270.80
2023-09-30 $8.5k 38 224.16
2020-12-31 $9.0k 32 281.25

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Microsoft Corp Stock (MSFT)
Ishares Select Dividend Etf Etf (DVY)
Nvidia Corporation Stock (NVDA)
Vanguard Russell 2000 Etf Etf (VTWO)
Jpmorgan Chase & Co Stock (JPM)
Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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