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iShares Russell 2000 Growth Index shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 45k 284.00
2024-06-30 $12M 45k 262.53
2024-03-31 $12M 45k 270.80
2023-12-31 $11M 45k 252.22
2023-09-30 $10M 45k 224.15
2023-06-30 $11M 45k 242.66
2023-03-31 $10M 44k 226.82
2022-12-31 $10M 44k 230.50