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iShares Russell 1000 Growth Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $9.7M 36k 271.48
2021-03-31 $7.2M 30k 243.05
2020-12-31 $7.0M 29k 241.12
2020-09-30 $6.1M 28k 216.89
2020-06-30 $5.4M 28k 191.96
2020-03-31 $4.3M 28k 150.66
2019-12-31 $5.5M 31k 175.91
2019-09-30 $4.9M 31k 159.64
2019-06-30 $5.1M 33k 157.35
2019-03-31 $4.4M 29k 151.36
2018-12-31 $3.6M 28k 130.91
2018-09-30 $4.5M 29k 155.98
2018-06-30 $3.9M 27k 143.79
2018-03-31 $3.0M 22k 136.08
2017-12-31 $2.6M 19k 134.70

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

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