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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
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)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Builders Firstsource Common Stock (BLDR)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Walmart Common Stock (WMT)
Spdr Gold Shares Mutual Fund/sto (GLD)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Morgan Stanley
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Cassaday & Co Wealth Management
Goldman Sachs Group
Wells Fargo & Company
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