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iShares Russell 1000 Growth Index shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 13k 303.17
2023-09-30 $3.6M 14k 266.01
2023-06-30 $3.5M 14k 244.34
2023-03-31 $3.5M 14k 244.34
2022-12-31 $3.3M 16k 214.25
2022-09-30 $3.4M 16k 210.39
2022-06-30 $3.7M 17k 218.73
2022-03-31 $5.1M 18k 277.62
2021-12-31 $5.8M 19k 305.59
2021-09-30 $5.5M 20k 274.04
2021-06-30 $5.7M 21k 271.46
2021-03-31 $5.3M 22k 243.03
2020-12-31 $5.5M 23k 241.12
2020-09-30 $5.3M 25k 216.88
2020-06-30 $5.0M 26k 191.97
2020-03-31 $3.8M 26k 150.66
2019-12-31 $4.7M 27k 175.91
2019-09-30 $4.4M 28k 159.64
2019-06-30 $4.4M 28k 157.36
2019-03-31 $4.7M 31k 151.36
2018-12-31 $4.2M 32k 130.90
2018-09-30 $5.1M 33k 155.99
2018-06-30 $4.8M 33k 143.80
2018-03-31 $4.6M 34k 136.07
2017-12-31 $4.7M 35k 134.68
2017-09-30 $4.3M 35k 125.06
2017-06-30 $4.2M 35k 119.04
2017-03-31 $4.0M 36k 113.80
2016-12-31 $3.8M 36k 104.90
2016-09-30 $3.8M 36k 104.16
2016-06-30 $3.8M 38k 100.36
2016-03-31 $4.2M 42k 99.79
2015-12-31 $4.3M 43k 99.49
2015-09-30 $4.0M 43k 93.00
2015-06-30 $4.6M 46k 99.02
2015-03-31 $4.6M 47k 98.93
2014-12-31 $4.5M 47k 95.61
2014-09-30 $4.5M 50k 91.64
2014-06-30 $5.0M 55k 90.93
2014-03-31 $4.7M 54k 86.54
2013-12-31 $4.5M 53k 85.95
2013-09-30 $4.0M 52k 78.20
2013-06-30 $3.7M 51k 72.74
2012-09-30 $2.8M 42k 66.71
2012-06-30 $1.8M 28k 63.21
2012-03-31 $919k 14k 66.03

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr S&p Divid Etf (SDY)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

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