Everhart Financial Group »

iShares Russell 2000 Growth Index shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in iShares Russell 2000 Growth Index

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All positions including iShares Russell 2000 Growth Index held by Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 753 270.80
2023-06-30 $239k 984 242.66
2023-03-31 $226k 995 226.82
2022-12-31 $213k 991 214.52

More positions owned by Everhart Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds Sm Cp Val Etf (VBR)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Everhart Financial Group

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
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Envestnet Asset Management
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Us Bancorp
Alliancebernstein
D.A. Davidson & Co.

View all funds holding iShares Russell 2000 Growth Index