Wescott Financial Advisory Group »

iShares Russell 2000 Growth Index shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Growth Index by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $770k 2.7k 283.95
2024-06-30 $621k 2.4k 262.56
2024-03-31 $458k 1.7k 270.81

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding iShares Russell 2000 Growth Index

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