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iShares Russell 2000 Growth Index shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement 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 Morris Retirement 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 Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 508 394.24
2022-03-31 $219k 855 256.14
2021-12-31 $250k 855 292.40
2021-09-30 $251k 854 293.91
2021-06-30 $266k 854 311.48
2021-03-31 $257k 853 301.29
2020-12-31 $245k 853 287.22

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Ishares Msci Sth Kor Etf (EWY)
Ishares Tr Us Aer Def Etf (ITA)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Sp Bank (KBE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vaneck Etf Trust Junior Gold Mine (GDXJ)

View all positions for Morris Retirement Advisors

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Morgan Stanley
Babson Capital Management
Envestnet Asset Management
Goldman Sachs Group
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Tiaa-cref Individual & Institutional Services
D.A. Davidson & Co.
UBS Group
Cohen Klingenstein
TIAA Wealth Investment Management
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index