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iShares Russell 2000 Growth Index shares owned by Waldron

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

Historical chart of Waldron investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2025-12-31 $21M 66k 323.01
2025-09-30 $22M 68k 320.04
2025-06-30 $20M 68k 285.86
2025-03-31 $18M 70k 255.53
2024-12-31 $23M 79k 287.82
2024-09-30 $23M 80k 284.01
2024-06-30 $22M 84k 262.53
2024-03-31 $23M 86k 270.80
2023-12-31 $24M 96k 252.22
2023-09-30 $22M 98k 224.61
2023-06-30 $25M 103k 242.66
2023-03-31 $24M 108k 226.82
2022-12-31 $20M 98k 206.59
2022-09-30 $20M 98k 206.59
2022-06-30 $21M 99k 206.30
2022-03-31 $25M 96k 255.75
2021-12-31 $29M 99k 293.05
2021-09-30 $31M 105k 293.59
2021-06-30 $33M 107k 311.69
2021-03-31 $33M 108k 300.74
2020-12-31 $34M 120k 286.70
2020-09-30 $30M 136k 221.52
2020-06-30 $28M 136k 206.87
2020-03-31 $20M 124k 158.16
2019-12-31 $37M 173k 214.22
2019-09-30 $32M 167k 192.73
2019-06-30 $34M 168k 200.87
2019-03-31 $34M 172k 196.66
2018-12-31 $30M 179k 168.00
2018-09-30 $40M 184k 215.08
2018-06-30 $37M 183k 204.33
2018-03-31 $35M 186k 190.57
2017-12-31 $35M 188k 186.70
2017-09-30 $15M 81k 178.95
2017-06-30 $14M 81k 168.76
2017-03-31 $13M 82k 160.93
2016-12-31 $11M 68k 153.94
2016-09-30 $9.1M 61k 148.80
2016-06-30 $8.0M 60k 134.52
2016-03-31 $8.0M 60k 134.52
2015-12-31 $11M 77k 139.62
2015-09-30 $8.0M 60k 134.52
2015-06-30 $10M 67k 153.89
2015-03-31 $10M 66k 151.55
2014-12-31 $9.2M 65k 142.38
2014-09-30 $7.1M 55k 129.68
2014-06-30 $7.5M 54k 138.42
2014-03-31 $7.2M 53k 136.06
2013-12-31 $8.0M 59k 135.52

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Waldron

Top funds holding iShares Russell 2000 Growth Index

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

View all funds holding iShares Russell 2000 Growth Index