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iShares Russell 1000 Growth Index shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Growth Index by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2M 30k 303.17
2023-09-30 $8.3M 31k 265.99
2023-06-30 $8.8M 32k 275.18
2023-03-31 $8.4M 35k 244.33
2022-12-31 $6.3M 29k 214.24
2022-06-30 $6.9M 31k 218.71
2022-03-31 $10M 36k 277.63
2021-12-31 $12M 38k 305.60
2021-09-30 $4.7M 17k 274.04
2021-06-30 $11M 39k 271.49
2021-03-31 $9.5M 39k 243.03
2020-12-31 $8.7M 36k 241.14
2020-09-30 $7.9M 37k 216.88
2020-06-30 $7.3M 38k 191.96
2019-12-31 $7.2M 41k 175.92
2019-09-30 $6.0M 37k 159.64
2019-06-30 $5.8M 37k 157.35
2019-03-31 $5.5M 37k 151.35
2018-12-31 $5.4M 41k 130.91
2018-09-30 $6.7M 43k 155.99
2018-06-30 $6.4M 44k 143.81
2018-03-31 $6.1M 45k 136.09
2017-12-31 $6.2M 46k 134.67
2017-09-30 $6.6M 53k 125.06
2017-06-30 $6.3M 53k 119.02
2017-03-31 $6.1M 54k 113.80
2016-12-31 $5.5M 53k 104.90
2016-09-30 $4.3M 41k 104.17
2016-06-30 $4.3M 43k 100.37
2016-03-31 $4.6M 46k 99.79
2015-12-31 $5.2M 52k 99.48
2015-09-30 $6.0M 65k 93.01
2015-06-30 $4.9M 49k 99.01
2015-03-31 $5.3M 54k 98.93
2014-12-31 $5.5M 58k 95.60
2014-09-30 $5.7M 62k 91.62
2014-06-30 $5.7M 62k 90.93
2014-03-31 $5.8M 67k 86.53
2013-12-31 $5.3M 62k 85.94
2013-09-30 $4.5M 58k 78.20

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index