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iShares Russell 2000 Growth Index shares owned by LWMG

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 6.0k 283.98
2024-06-30 $1.5M 5.6k 262.52
2024-03-31 $1.5M 5.4k 270.82
2023-12-31 $1.3M 5.0k 252.22
2023-09-30 $1.0M 4.5k 224.17
2023-06-30 $1.3M 5.5k 242.68
2023-03-31 $1.2M 5.2k 226.81
2022-12-31 $1.8M 8.4k 214.51

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
3M Company (MMM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Tiaa Trust, National Association
Babson Capital Management
Envestnet Asset Management
Cassaday & Co Wealth Management
Churchill Management Corp.
Wells Fargo & Company
Goldman Sachs Group
Pnc Financial Services
Cohen Klingenstein
Commonwealth Equity Services
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index