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iShares Russell 1000 Growth Index shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners 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 Ballentine Partners 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 Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 59k 337.05
2023-12-31 $18M 59k 303.17
2023-09-30 $17M 64k 265.99
2023-06-30 $17M 63k 275.18
2023-03-31 $15M 63k 244.33
2022-12-31 $15M 70k 214.24
2022-09-30 $12M 56k 210.41
2022-06-30 $12M 54k 218.70
2022-03-31 $15M 54k 277.63
2021-12-31 $16M 51k 305.59
2021-09-30 $14M 51k 274.03
2021-06-30 $11M 39k 271.49
2021-03-31 $9.5M 39k 243.03
2020-12-31 $9.5M 39k 241.15
2020-09-30 $8.5M 39k 216.90
2020-06-30 $7.6M 40k 191.96
2020-03-31 $5.9M 40k 150.66
2019-12-31 $6.9M 40k 175.93
2019-09-30 $6.4M 40k 159.63
2019-06-30 $6.3M 40k 157.35
2019-03-31 $6.0M 40k 151.36
2018-12-31 $5.2M 40k 130.92
2018-09-30 $6.4M 41k 155.98
2018-06-30 $5.9M 41k 143.80
2018-03-31 $5.7M 42k 136.10
2017-12-31 $5.8M 43k 134.69
2017-09-30 $5.5M 44k 125.06
2017-06-30 $5.4M 44k 122.63
2017-03-31 $5.3M 197k 26.92
2016-12-31 $4.8M 46k 104.90
2016-09-30 $4.8M 46k 104.17
2016-06-30 $4.6M 46k 100.36
2016-03-31 $4.6M 46k 99.78
2015-12-31 $8.2M 82k 99.48
2015-09-30 $2.6M 28k 93.01
2015-06-30 $2.7M 28k 99.00
2015-03-31 $2.7M 28k 98.92
2014-12-31 $2.6M 27k 95.62
2014-09-30 $2.5M 27k 91.62
2014-06-30 $2.1M 23k 90.94
2014-03-31 $2.0M 23k 86.54
2013-12-31 $2.0M 23k 85.93
2013-09-30 $1.8M 23k 78.20
2013-06-30 $1.7M 23k 72.74
2013-03-31 $1.7M 24k 71.37
2012-12-31 $468k 7.2k 65.44
2012-09-30 $456k 6.8k 66.75
2012-06-30 $505k 8.0k 63.26
2012-03-31 $566k 8.6k 66.13
2011-12-31 $395k 6.8k 57.82
2011-09-30 $1.0M 19k 52.60
2011-06-30 $1.7M 28k 60.87
2011-03-31 $1.7M 28k 60.47
2010-12-31 $1.6M 28k 57.24

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Ballentine Partners

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
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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