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iShares Russell 2000 Growth Index shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital 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 Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $469k 1.5k 323.01
2025-09-30 $153k 477 320.04
2025-06-30 $136k 477 285.86
2025-03-31 $136k 532 255.53
2024-12-31 $151k 524 287.82
2024-09-30 $151k 533 284.00
2024-06-30 $103k 394 262.53
2024-03-31 $179k 662 270.80
2023-12-31 $175k 695 252.22
2023-09-30 $167k 747 224.15
2023-06-30 $188k 773 242.66
2023-03-31 $184k 809 226.82
2022-12-31 $174k 809 214.52
2022-09-30 $171k 826 207.02
2022-06-30 $170k 826 205.81
2022-03-31 $224k 875 256.00
2021-12-31 $256k 875 292.57
2021-09-30 $268k 914 293.22
2021-06-30 $300k 963 311.53
2021-03-31 $300k 996 301.20
2020-12-31 $304k 1.1k 286.25
2020-09-30 $235k 1.1k 221.28
2020-06-30 $220k 1.1k 207.16
2020-03-31 $208k 1.3k 158.19
2019-12-31 $375k 1.7k 215.15
2019-09-30 $343k 1.8k 192.68
2019-06-30 $378k 1.9k 201.10
2019-03-31 $386k 2.0k 196.50
2018-12-31 $330k 2.0k 167.93
2018-09-30 $434k 2.0k 215.30
2018-06-30 $412k 2.0k 204.53
2018-03-31 $385k 2.0k 190.93
2017-12-31 $377k 2.0k 186.97
2017-09-30 $348k 2.0k 169.92
2017-06-30 $345k 2.0k 168.80
2017-03-31 $360k 2.2k 161.78
2016-12-31 $349k 2.3k 152.15
2016-09-30 $337k 2.3k 148.66
2016-06-30 $290k 2.1k 137.56
2016-03-31 $146k 1.1k 132.61
2015-12-31 $51k 364 140.11

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares 0-1 Year Treasury Bond Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Alphabet Inc Sr Common Stock (GOOG)
Spdr Gold Shares Mutual Fund/sto (GLD)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares Russell 2000 Growth Index

Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
Goldman Sachs Group
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
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