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Heartwood Wealth Advisors »

iShares Russell 2000 Growth Index shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors 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 Heartwood Wealth Advisors 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 Heartwood Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$236k	831	284.00
2024-06-30	$218k	831	262.53
2024-03-31	$225k	831	270.80
2023-12-31	$207k	819	252.22

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)

Vanguard Small-cap Etf Etf (VB)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Schwab Emerging Markets Equity Etf Etf (SCHE)

Vanguard Mid-cap Etf Etf (VO)

Vaneck Junior Gold Miners Etf Etf (GDXJ)

Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)

Vanguard High Dividend Yield Index Etf Etf (VYM)

Vanguard Russell 1000 Etf Etf (VONE)

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

Spdr Portfolio Aggregate Bond Etf Etf (SPAB)

Ishares S&p Small-cap 600 Growth Etf Etf (IJT)

Spdr Portfolio Short Term Treasury Etf Etf (SPTS)

Ishares S&p Small-cap 600 Value Etf Etf (IJS)

Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

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

View all funds holding iShares Russell 2000 Growth Index

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