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iShares Russell 2000 Growth Index shares owned by Selective Wealth Management

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

Historical chart of Selective Wealth Management 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 Selective Wealth Management 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 Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $338k 1.2k 281.48
2024-06-30 $315k 1.2k 261.74
2024-03-31 $311k 1.2k 258.86

More positions owned by Selective Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Wisdomtree Tr Cloud Computng (WCLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
salesforce (CRM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alibaba Group Hldg Sponsored Ads (BABA)
Servicenow (NOW)
Veeva Sys Cl A Com (VEEV)
Twilio Cl A (TWLO)
Docusign (DOCU)
Okta Cl A (OKTA)

View all positions for Selective Wealth Management

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