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iShares Russell 2000 Growth Index shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak Capital Management 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 Northern Oak Capital Management 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 12k 270.80
2023-12-31 $3.0M 12k 252.22
2023-09-30 $2.6M 12k 224.15
2023-06-30 $2.7M 11k 242.66
2023-03-31 $2.9M 13k 226.82
2022-12-31 $2.8M 13k 214.52
2022-09-30 $2.7M 13k 206.62
2022-06-30 $2.7M 13k 206.30
2022-03-31 $3.4M 13k 255.77
2021-12-31 $3.9M 13k 293.02
2021-09-30 $4.0M 14k 293.58
2021-06-30 $4.4M 14k 311.69
2021-03-31 $4.3M 14k 300.76
2020-12-31 $6.1M 21k 286.71
2020-09-30 $4.7M 21k 221.53
2020-06-30 $4.5M 22k 206.86
2020-03-31 $2.4M 15k 158.15
2019-12-31 $3.3M 15k 214.19
2019-09-30 $4.2M 22k 192.73
2019-06-30 $4.6M 23k 200.85
2019-03-31 $4.6M 23k 196.67
2018-12-31 $4.1M 25k 167.99
2018-09-30 $5.3M 25k 215.10
2018-06-30 $5.1M 25k 204.32
2018-03-31 $5.0M 26k 190.56
2017-12-31 $5.0M 27k 186.71
2017-09-30 $4.8M 27k 178.98
2017-06-30 $4.5M 27k 168.78
2017-03-31 $4.3M 27k 161.67
2016-12-31 $4.2M 27k 153.94
2016-09-30 $4.1M 27k 148.89
2016-06-30 $3.8M 28k 137.20
2016-03-31 $3.7M 28k 132.61
2015-12-31 $3.8M 27k 139.27
2015-09-30 $3.7M 27k 133.97
2015-06-30 $4.3M 28k 154.57
2015-03-31 $4.2M 28k 151.54
2014-12-31 $3.9M 28k 142.39
2014-09-30 $3.6M 28k 129.70
2014-06-30 $3.9M 28k 138.41
2014-03-31 $3.8M 28k 136.07
2013-12-31 $3.6M 28k 125.84
2013-09-30 $3.6M 28k 125.84
2013-06-30 $3.2M 29k 111.51
2013-03-31 $3.1M 29k 107.63
2012-12-31 $2.9M 30k 95.31
2012-09-30 $2.9M 30k 95.62
2012-06-30 $2.8M 31k 91.46
2012-03-31 $3.3M 35k 95.37
2011-12-31 $2.9M 35k 84.23
2011-09-30 $2.7M 36k 73.47
2011-06-30 $3.5M 37k 94.85
2011-03-31 $3.7M 39k 95.35
2010-12-31 $3.7M 43k 87.43

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Verizon Communications (VZ)
Exxon Mobil Corporation (XOM)
At&t (T)

View all positions for Northern Oak Capital Management

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
Us Bancorp
Alliancebernstein
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index