iShares Russell 2000 Growth Index shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment 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 Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Growth Index by Optimum Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $153k | 540 | 284.00 |
2024-06-30 | $142k | 540 | 262.53 |
2024-03-31 | $146k | 540 | 270.80 |
2023-12-31 | $136k | 540 | 252.22 |
2023-09-30 | $121k | 540 | 224.15 |
2023-06-30 | $131k | 540 | 242.66 |
2023-03-31 | $123k | 540 | 226.82 |
2022-12-31 | $116k | 540 | 214.52 |
2022-09-30 | $113k | 547 | 206.58 |
2022-06-30 | $113k | 547 | 206.58 |
2022-03-31 | $140k | 547 | 255.94 |
2021-12-31 | $160k | 547 | 292.50 |
2021-09-30 | $170k | 547 | 310.79 |
2021-06-30 | $170k | 547 | 310.79 |
2021-03-31 | $165k | 547 | 301.65 |
2020-12-31 | $157k | 547 | 287.02 |
2020-09-30 | $121k | 547 | 221.21 |
2020-06-30 | $113k | 547 | 206.58 |
2020-03-31 | $87k | 547 | 159.05 |
2019-12-31 | $117k | 547 | 213.89 |
2019-09-30 | $124k | 642 | 193.15 |
2019-06-30 | $110k | 547 | 201.10 |
2019-03-31 | $108k | 547 | 197.44 |
2018-12-31 | $92k | 547 | 168.19 |
2018-09-30 | $118k | 547 | 215.72 |
2018-06-30 | $112k | 547 | 204.75 |
2018-03-31 | $104k | 547 | 190.13 |
2015-03-31 | $192k | 1.3k | 153.11 |
2014-12-31 | $179k | 1.3k | 142.31 |
2014-09-30 | $174k | 1.3k | 138.76 |
2014-06-30 | $144k | 1.1k | 136.49 |
2014-03-31 | $144k | 1.1k | 136.49 |
2013-12-31 | $143k | 1.1k | 135.55 |
2013-09-30 | $133k | 1.1k | 126.07 |
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