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iShares Russell 2000 Growth Index shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$270k	845	319.89
2025-06-30	$241k	844	285.55
2025-03-31	$215k	843	255.04
2024-12-31	$242k	841	287.75
2024-09-30	$238k	838	284.01

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View all positions for Proactive Wealth Strategies

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley

Babson Capital Management

Tiaa Trust, National Association

Envestnet Asset Management

Jpmorgan Chase & Co

Cassaday & Co Wealth Management

Wells Fargo & Company

Pnc Financial Services

Commonwealth Equity Services

UBS Group

Northern Trust

View all funds holding iShares Russell 2000 Growth Index

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