Aspen Wealth Strategies »

iShares Russell 1000 Growth Index shares owned by Aspen Wealth Strategies

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

Historical chart of Aspen Wealth Strategies 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 Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Growth Index by Aspen Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $301k 994 303.17
2023-09-30 $296k 1.1k 265.99
2023-06-30 $320k 1.2k 275.18
2023-03-31 $284k 1.2k 244.33
2022-12-31 $284k 1.3k 214.24

More positions owned by Aspen Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)

View all positions for Aspen Wealth Strategies

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