iShares Russell 2000 Growth Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $575k | 2.0k | 284.03 |
| 2024-06-30 | $671k | 2.6k | 262.57 |
| 2024-03-31 | $869k | 3.2k | 270.79 |
| 2023-12-31 | $812k | 3.2k | 252.23 |
| 2023-09-30 | $657k | 2.9k | 224.14 |
| 2023-06-30 | $711k | 2.9k | 242.65 |
| 2023-03-31 | $691k | 3.0k | 226.85 |
| 2022-12-31 | $662k | 3.1k | 214.55 |
| 2022-09-30 | $675k | 3.3k | 206.30 |
| 2022-06-30 | $645k | 3.1k | 206.33 |
| 2022-03-31 | $821k | 3.2k | 255.68 |
| 2021-12-31 | $987k | 3.4k | 294.10 |
| 2021-09-30 | $1.1M | 3.7k | 293.38 |
| 2021-06-30 | $1.0M | 3.2k | 311.69 |
| 2021-03-31 | $413k | 1.4k | 300.80 |
| 2020-12-31 | $376k | 1.1k | 332.74 |
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