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iShares Russell 2000 Growth Index shares owned by Lwm Advisors

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

Historical chart of Lwm 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 Lwm 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 Lwm Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3M 23k 323.01
2025-09-30 $7.1M 22k 320.04
2025-06-30 $6.2M 22k 285.86
2025-03-31 $5.8M 22k 261.67

More positions owned by Lwm Advisors

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Lwm Advisors

Top funds holding iShares Russell 2000 Growth Index

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
D.A. Davidson & Co.
UBS Group
Cohen Klingenstein
Commonwealth Equity Services
Northern Trust
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index