Wetherby Asset Management »

iShares Russell 1000 Growth Index shares owned by Wetherby Asset Management

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

Historical chart of Wetherby 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 Wetherby 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 Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.2M 14k 303.17
2023-09-30 $3.7M 14k 265.99
2023-06-30 $4.1M 15k 275.18
2023-03-31 $3.7M 15k 244.33
2022-12-31 $3.5M 16k 214.24
2022-09-30 $3.7M 17k 210.45
2022-06-30 $3.7M 17k 218.72
2022-03-31 $4.7M 17k 277.61
2021-12-31 $5.7M 19k 305.64
2021-09-30 $5.1M 19k 274.06
2021-06-30 $5.2M 19k 271.46
2021-03-31 $3.3M 14k 243.04
2020-12-31 $4.9M 20k 241.11
2020-09-30 $4.4M 20k 216.92
2020-06-30 $2.7M 14k 191.97
2020-03-31 $1.2M 8.1k 150.67
2019-12-31 $1.3M 7.5k 175.90
2019-09-30 $1.2M 7.5k 159.60
2019-06-30 $1.6M 10k 157.39
2019-03-31 $1.6M 10k 151.36
2018-12-31 $1.3M 10k 130.94
2018-09-30 $1.7M 11k 155.97
2018-06-30 $1.5M 10k 143.81
2018-03-31 $1.4M 11k 136.06
2017-12-31 $1.4M 10k 134.66
2017-09-30 $1.3M 10k 125.06
2017-06-30 $1.3M 11k 119.03
2017-03-31 $1.2M 11k 113.80
2016-12-31 $1.1M 11k 104.86
2016-09-30 $1.2M 11k 104.13
2016-06-30 $285k 2.8k 100.25
2016-03-31 $284k 2.8k 99.89
2015-12-31 $706k 7.1k 99.53
2015-09-30 $264k 2.8k 92.86
2015-06-30 $281k 2.8k 98.84
2015-03-31 $281k 2.8k 98.84
2014-12-31 $272k 2.8k 95.67
2014-09-30 $261k 2.8k 91.80
2014-06-30 $259k 2.8k 91.10

More positions owned by Wetherby Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Call Option (Principal) (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Commercial Metals Company (CMC)

View all positions for Wetherby 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
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index