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iShares Russell 2000 Growth Index shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners 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 Wealthspan Partners 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 Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $280k 865 323.07
2025-09-30 $264k 824 320.07
2025-06-30 $270k 944 285.88

More positions owned by Wealthspan Partners

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Deere & Company (DE)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Wealthspan Partners

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