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iShares Russell 2000 Growth Index shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $254k 1.2k 206.67
2022-06-30 $264k 1.3k 206.41
2022-03-31 $302k 1.2k 255.93
2021-12-31 $346k 1.2k 293.22
2021-09-30 $346k 1.2k 293.22
2021-06-30 $368k 1.2k 311.86
2021-03-31 $355k 1.2k 300.85
2020-12-31 $338k 1.2k 286.44
2020-09-30 $261k 1.2k 221.19
2020-06-30 $244k 1.2k 206.78

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Tiaa Trust, National Association
Babson Capital Management
Envestnet Asset Management
Cassaday & Co Wealth Management
Churchill Management Corp.
Wells Fargo & Company
Goldman Sachs Group
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