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iShares Russell 1000 Growth Index shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $736k 2.2k 337.04
2023-12-31 $817k 2.7k 303.17
2023-09-30 $707k 2.7k 265.99
2023-06-30 $791k 2.9k 275.18
2023-03-31 $608k 2.5k 244.33
2022-12-31 $533k 2.5k 214.24
2022-09-30 $523k 2.5k 210.21
2022-06-30 $432k 2.0k 218.40
2022-03-31 $691k 2.5k 277.62
2021-12-31 $913k 3.0k 305.56
2021-09-30 $819k 3.0k 274.00
2021-06-30 $537k 2.0k 271.49
2021-03-31 $714k 2.9k 243.19
2020-12-31 $708k 2.9k 241.06
2020-09-30 $637k 2.9k 216.96
2020-06-30 $577k 3.0k 191.82
2020-03-31 $376k 2.5k 150.52
2019-12-31 $440k 2.5k 176.07
2019-09-30 $399k 2.5k 159.66
2019-06-30 $406k 2.6k 157.30
2019-03-31 $391k 2.6k 151.49
2018-12-31 $381k 2.9k 130.97
2018-09-30 $541k 3.5k 156.00
2018-06-30 $526k 3.7k 143.76
2018-03-31 $497k 3.7k 135.87
2017-12-31 $10k 78 128.21
2017-09-30 $10k 77 129.87
2017-06-30 $9.0k 77 116.88
2017-03-31 $9.0k 77 116.88
2016-12-31 $8.0k 77 103.90
2016-09-30 $8.0k 76 105.26
2016-06-30 $8.0k 76 105.26
2016-03-31 $8.0k 76 105.26
2015-12-31 $7.0k 75 93.33
2015-09-30 $7.0k 75 93.33
2015-06-30 $7.0k 75 93.33
2015-03-31 $7.0k 75 93.33
2014-12-31 $7.0k 74 94.59
2014-09-30 $7.0k 74 94.59
2014-06-30 $7.0k 74 94.59
2014-03-31 $14k 158 88.61
2013-12-31 $14k 158 88.61

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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