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iShares Russell 2000 Growth Index shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors 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 Wealth Preservation Advisors 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 Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $69k 214 323.01

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding iShares Russell 2000 Growth Index

Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
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
M^T Bank Corporation

View all funds holding iShares Russell 2000 Growth Index