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iShares Russell 2000 Growth Index shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $664k 2.0k 325.58

More positions owned by Symphony Financial

Spdr Series Trust State Street Spd (SPTM)
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Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Symphony Financial

Top funds holding iShares Russell 2000 Growth Index

Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
Goldman Sachs Group
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
LPL Financial
D.A. Davidson & Co.
UBS Group
Cohen Klingenstein
Northern Trust
Commonwealth Equity Services
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index