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iShares Russell 2000 Growth Index shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 55k 252.21
2023-09-30 $12M 53k 224.15
2023-06-30 $13M 53k 242.65
2023-03-31 $12M 52k 226.81
2022-12-31 $11M 50k 214.52
2022-09-30 $11M 54k 206.60
2022-06-30 $11M 53k 206.31
2022-03-31 $14M 54k 255.74
2021-12-31 $16M 55k 293.05
2021-09-30 $10M 34k 293.60
2021-06-30 $10M 33k 311.68
2021-03-31 $9.5M 32k 300.75
2020-12-31 $8.6M 30k 286.69
2020-09-30 $6.5M 29k 221.54
2020-06-30 $6.3M 30k 206.88
2020-03-31 $4.7M 30k 158.19
2019-12-31 $3.5M 16k 214.22
2019-09-30 $2.9M 15k 192.73
2019-06-30 $3.0M 15k 200.89
2019-03-31 $2.9M 15k 196.64
2018-12-31 $3.1M 19k 167.99
2018-09-30 $4.3M 20k 215.06
2018-06-30 $4.2M 21k 204.34
2018-03-31 $3.9M 20k 190.55
2017-12-31 $3.3M 18k 186.71
2017-09-30 $3.0M 17k 178.94
2017-06-30 $2.5M 15k 168.80
2017-03-31 $2.2M 14k 161.67
2016-12-31 $1.9M 12k 153.98
2016-09-30 $1.3M 8.6k 148.87
2016-06-30 $1.3M 9.8k 137.19
2016-03-31 $1.3M 9.6k 132.58
2015-12-31 $1.6M 11k 139.29
2015-09-30 $1.6M 12k 133.92
2015-06-30 $1.8M 12k 154.61
2015-03-31 $1.9M 13k 151.55
2014-12-31 $30M 309k 95.61
2014-09-30 $3.4M 26k 129.70
2014-06-30 $3.7M 27k 138.43
2014-03-31 $3.8M 28k 136.06
2013-12-31 $3.7M 27k 135.50
2013-09-30 $3.2M 25k 125.82
2013-06-30 $2.8M 25k 111.50
2013-03-31 $2.6M 24k 107.64

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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