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iShares Russell 2000 Growth Index shares owned by Klingenstein Fields & Co

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

Historical chart of Klingenstein Fields & Co investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Klingenstein Fields & Co 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 Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $426k 1.3k 320.04
2025-06-30 $382k 1.3k 285.86
2025-03-31 $341k 1.3k 255.53
2024-12-31 $384k 1.3k 287.82
2024-09-30 $379k 1.3k 284.00
2024-06-30 $354k 1.4k 262.53
2024-03-31 $366k 1.4k 270.80
2023-12-31 $346k 1.4k 252.22
2023-09-30 $307k 1.4k 224.15
2023-06-30 $330k 1.4k 242.66
2023-03-31 $309k 1.4k 226.82
2022-12-31 $292k 1.4k 214.52
2022-09-30 $281k 1.4k 206.62
2022-06-30 $281k 1.4k 206.62
2022-03-31 $348k 1.4k 255.88
2021-12-31 $403k 1.4k 292.88
2021-09-30 $404k 1.4k 293.60
2021-06-30 $429k 1.4k 311.77
2021-03-31 $414k 1.4k 300.87
2020-12-31 $394k 1.4k 286.34
2020-09-30 $305k 1.4k 221.66
2020-06-30 $285k 1.4k 207.12
2020-03-31 $218k 1.4k 158.43
2019-12-31 $305k 1.4k 213.88
2019-09-30 $276k 1.4k 192.87
2019-06-30 $287k 1.4k 200.56
2019-03-31 $282k 1.4k 196.38
2018-12-31 $241k 1.4k 167.83
2018-09-30 $309k 1.4k 215.18
2018-06-30 $293k 1.4k 204.04
2018-03-31 $274k 1.4k 190.81
2017-12-31 $278k 1.5k 186.45
2017-09-30 $267k 1.5k 179.07
2017-06-30 $252k 1.5k 169.01

More positions owned by Klingenstein Fields & Co

Broadcom Common (AVGO)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Berkshire Hathaway Class B (BRK.B)
Apple Common (AAPL)
Palo Alto Networks Common (PANW)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)
Lilly Eli & Co Common (LLY)
Walt Disney Company (DIS)
Goldman Sachs Group Common (GS)
Union Pac Corp Common (UNP)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)

View all positions for Klingenstein Fields & Co

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