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iShares Russell 2000 Growth Index shares owned by Montecito Bank & Trust

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

Historical chart of Montecito Bank & Trust 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 Montecito Bank & Trust 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 Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 12k 320.04
2025-03-31 $3.4M 13k 255.53
2024-12-31 $3.8M 13k 287.82
2024-09-30 $3.7M 13k 284.00
2024-06-30 $3.5M 14k 262.53
2024-03-31 $3.8M 14k 270.80
2023-12-31 $4.0M 16k 252.22
2023-09-30 $3.6M 16k 224.15
2023-06-30 $3.9M 16k 242.66
2023-03-31 $3.7M 16k 226.82
2022-12-31 $3.5M 17k 214.55
2022-09-30 $3.4M 17k 206.58
2022-06-30 $3.6M 18k 206.29
2022-03-31 $4.8M 19k 255.76
2021-12-31 $5.6M 19k 293.05
2021-09-30 $5.6M 19k 293.56
2021-06-30 $6.0M 19k 311.68
2021-03-31 $5.8M 19k 300.73
2020-12-31 $6.2M 22k 286.68
2020-09-30 $4.7M 21k 221.50
2020-06-30 $4.5M 22k 206.89
2020-03-31 $3.5M 22k 158.15
2019-12-31 $4.9M 23k 214.23
2019-09-30 $4.5M 23k 192.73
2019-06-30 $4.7M 24k 200.87
2019-03-31 $4.7M 24k 196.67
2018-12-31 $4.0M 24k 168.01
2018-09-30 $5.4M 25k 215.07
2018-06-30 $5.2M 26k 204.33
2018-03-31 $4.8M 25k 190.56
2017-12-31 $4.7M 25k 186.71
2017-09-30 $4.5M 25k 178.95
2017-06-30 $4.3M 26k 168.77
2017-03-31 $4.2M 26k 161.67
2016-12-31 $4.0M 26k 153.96
2016-09-30 $4.1M 27k 148.89
2016-06-30 $4.0M 29k 137.17
2016-03-31 $4.4M 33k 132.60
2015-12-31 $5.7M 41k 139.27
2015-09-30 $5.1M 38k 133.98
2015-06-30 $5.0M 33k 151.55
2015-03-31 $5.0M 33k 151.55
2014-12-31 $3.9M 27k 142.39
2014-09-30 $3.5M 27k 129.71
2014-06-30 $3.9M 28k 138.41
2014-03-31 $4.0M 30k 136.06
2013-12-31 $4.2M 31k 135.51
2013-09-30 $3.9M 31k 125.84
2013-06-30 $3.4M 31k 111.50

More positions owned by Montecito Bank & Trust

Nvidia Corp Equities (NVDA)
Ishares Russell 1000 Growth Etf Equities (IWF)
Microsoft Corp Equities (MSFT)
Ishares Core S&p 500 Etf Equities (IVV)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Spdr S&p 500 Etf Trust Equities (SPY)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Alphabet Inc-cl A Equities (GOOGL)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core Msci Eafe Etf Equities (IEFA)
Ishares Msci Usa Quality Factor Equities (QUAL)
Ishares Russell 1000 Value Etf Equities (IWD)
Jpmorgan Chase & Co Equities (JPM)

View all positions for Montecito Bank & Trust

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