iShares Russell 2000 Growth Index shares owned by Occidental Asset Management
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.2M | 19k | 270.80 |
| 2023-12-31 | $4.7M | 19k | 252.22 |
| 2023-09-30 | $4.1M | 18k | 224.16 |
| 2023-06-30 | $3.7M | 15k | 242.66 |
| 2023-03-31 | $1.8M | 7.8k | 226.81 |
| 2022-12-31 | $1.7M | 7.8k | 214.51 |
| 2022-09-30 | $1.6M | 7.8k | 206.65 |
| 2022-06-30 | $818k | 4.0k | 206.36 |
| 2022-03-31 | $840k | 3.3k | 255.63 |
| 2021-12-31 | $1.3M | 4.4k | 293.03 |
| 2021-09-30 | $1.3M | 4.4k | 293.60 |
| 2021-06-30 | $1.3M | 4.3k | 311.64 |
| 2021-03-31 | $1.2M | 4.0k | 300.78 |
| 2020-12-31 | $1.8M | 6.3k | 286.75 |
| 2020-09-30 | $1.4M | 6.3k | 221.58 |
| 2020-06-30 | $1.3M | 6.4k | 206.87 |
| 2020-03-31 | $1.1M | 6.8k | 158.16 |
| 2019-12-31 | $2.3M | 11k | 214.19 |
| 2019-09-30 | $2.1M | 11k | 192.69 |
| 2019-06-30 | $2.1M | 11k | 200.86 |
| 2019-03-31 | $2.2M | 11k | 196.69 |
| 2018-12-31 | $1.8M | 11k | 167.95 |
| 2018-09-30 | $2.3M | 11k | 215.11 |
| 2018-06-30 | $3.7M | 18k | 204.35 |
| 2018-03-31 | $3.6M | 19k | 190.56 |
| 2017-12-31 | $3.5M | 19k | 186.72 |
| 2017-09-30 | $3.3M | 18k | 178.96 |
| 2017-06-30 | $3.8M | 22k | 168.77 |
| 2017-03-31 | $3.5M | 22k | 161.68 |
| 2016-12-31 | $3.4M | 22k | 153.96 |
| 2016-09-30 | $1.7M | 12k | 148.90 |
| 2016-06-30 | $1.1M | 7.9k | 137.23 |
| 2016-03-31 | $994k | 7.5k | 132.64 |
| 2015-12-31 | $1.1M | 8.1k | 139.26 |
| 2015-09-30 | $1.0M | 7.5k | 133.97 |
| 2015-06-30 | $1.2M | 7.7k | 154.53 |
| 2015-03-31 | $1.1M | 7.4k | 151.59 |
| 2014-12-31 | $560k | 3.9k | 142.28 |
| 2014-09-30 | $459k | 3.5k | 129.62 |
| 2014-06-30 | $373k | 2.7k | 138.46 |
| 2014-03-31 | $224k | 1.6k | 135.84 |
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