Truewealth »

iShares Russell 2000 Growth Index shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $64k 312 205.13
2020-03-31 $49k 311 157.56
2019-12-31 $67k 311 215.43
2019-09-30 $60k 311 192.93
2019-06-30 $63k 311 202.57
2019-03-31 $61k 311 196.14
2018-12-31 $48k 288 166.67
2018-09-30 $62k 288 215.28
2018-06-30 $59k 288 204.86

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
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