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iShares Russell 2000 Growth Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $354k 1.1k 320.14
2025-06-30 $323k 1.1k 285.91
2025-03-31 $245k 957 255.53
2024-12-31 $275k 957 287.82

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
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

View all funds holding iShares Russell 2000 Growth Index