Occidental Asset Management »

iShares Russell 1000 Growth Index shares owned by Occidental Asset Management

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management 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 Occidental Asset Management 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 55k 337.05
2023-12-31 $17M 55k 303.17
2023-09-30 $15M 55k 265.99
2023-06-30 $18M 64k 275.18
2023-03-31 $15M 59k 244.33
2022-12-31 $13M 59k 214.24
2022-09-30 $12M 59k 210.39
2022-06-30 $13M 60k 218.70
2022-03-31 $17M 61k 277.64
2021-12-31 $18M 60k 305.59
2021-09-30 $17M 60k 274.03
2021-06-30 $16M 60k 271.48
2021-03-31 $11M 44k 243.04
2020-12-31 $9.6M 40k 241.14
2020-09-30 $8.2M 38k 216.88
2020-06-30 $7.9M 41k 191.95
2020-03-31 $6.8M 45k 150.65
2019-12-31 $8.5M 48k 175.92
2019-09-30 $7.6M 48k 159.63
2019-06-30 $7.4M 47k 157.35
2019-03-31 $7.4M 49k 151.35
2018-12-31 $6.1M 47k 130.90
2018-09-30 $8.6M 55k 155.97
2018-06-30 $9.3M 65k 143.79
2018-03-31 $8.9M 66k 136.10
2017-12-31 $8.8M 65k 134.68
2017-09-30 $8.0M 64k 125.06
2017-06-30 $7.0M 59k 119.02
2017-03-31 $6.5M 57k 113.79
2016-12-31 $4.6M 44k 104.91
2016-09-30 $3.8M 37k 104.18
2016-06-30 $3.7M 37k 100.36
2016-03-31 $1.9M 19k 99.78
2015-12-31 $2.0M 20k 99.49
2015-09-30 $1.7M 18k 93.01
2015-06-30 $1.7M 18k 99.01
2015-03-31 $1.7M 17k 98.94
2014-12-31 $1.1M 11k 95.61
2014-09-30 $974k 11k 91.61
2014-06-30 $836k 9.2k 90.91
2014-03-31 $531k 6.1k 86.54

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Meta Platforms Cl A (META)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

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
Stifel Financial
Churchill Management Corp.

View all funds holding iShares Russell 1000 Growth Index