iShares Russell 1000 Growth Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.4k | 468.41 |
| 2025-06-30 | $1.5M | 3.5k | 424.58 |
| 2025-03-31 | $1.3M | 3.5k | 361.09 |
| 2024-12-31 | $1.4M | 3.4k | 401.58 |
| 2024-09-30 | $1.3M | 3.5k | 375.38 |
| 2024-06-30 | $1.3M | 3.7k | 364.51 |
| 2024-03-31 | $1.2M | 3.7k | 337.05 |
| 2023-12-31 | $971k | 3.2k | 303.17 |
| 2023-09-30 | $1.1M | 4.1k | 265.99 |
| 2023-06-30 | $1.2M | 4.2k | 275.18 |
| 2023-03-31 | $1.1M | 4.3k | 244.33 |
| 2022-12-31 | $824k | 3.8k | 214.24 |
| 2022-09-30 | $744k | 3.5k | 210.29 |
| 2022-06-30 | $755k | 3.5k | 218.59 |
| 2022-03-31 | $872k | 3.1k | 277.71 |
| 2021-12-31 | $904k | 3.0k | 305.61 |
| 2021-09-30 | $815k | 3.0k | 274.04 |
| 2021-06-30 | $795k | 2.9k | 271.52 |
| 2021-03-31 | $705k | 2.9k | 243.10 |
| 2020-12-31 | $662k | 2.7k | 241.08 |
| 2020-09-30 | $568k | 2.6k | 216.96 |
| 2020-06-30 | $544k | 2.8k | 192.02 |
| 2020-03-31 | $432k | 2.9k | 150.79 |
| 2019-12-31 | $523k | 3.0k | 175.98 |
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