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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
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

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Cardinal Health (CAH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Prudential Financial (PRU)
Wal-Mart Stores (WMT)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Pepsi (PEP)

View all positions for LMG Wealth Partners

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index