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iShares Russell 1000 Growth Index shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth 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 Baystate Wealth 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 14k 303.18
2023-09-30 $4.4M 17k 265.99
2023-06-30 $603k 2.2k 275.18
2023-03-31 $4.1M 17k 244.34
2022-12-31 $3.2M 15k 214.25
2022-09-30 $2.8M 13k 210.38
2022-06-30 $2.6M 12k 218.72
2022-03-31 $2.6M 9.5k 277.67
2021-12-31 $2.0M 6.6k 305.63
2021-09-30 $1.6M 5.8k 273.99
2021-06-30 $1.5M 5.4k 271.54
2021-03-31 $1.2M 5.0k 243.04
2020-12-31 $1.2M 5.0k 241.10
2020-09-30 $1.1M 4.9k 216.90
2020-06-30 $946k 4.9k 192.04
2020-03-31 $278k 1.8k 150.51
2019-12-31 $442k 2.5k 175.89
2019-09-30 $416k 2.6k 159.82
2019-06-30 $442k 2.8k 159.34
2019-03-31 $459k 2.9k 157.68
2018-12-31 $438k 3.1k 140.03
2018-09-30 $637k 4.4k 145.53
2018-06-30 $675k 4.6k 147.03
2018-03-31 $624k 4.5k 137.44
2017-12-31 $572k 4.0k 144.04
2017-09-30 $151k 1.2k 126.57
2017-06-30 $159k 1.3k 121.37
2017-03-31 $153k 1.4k 112.67
2016-12-31 $134k 1.3k 106.43
2015-09-30 $485k 5.2k 92.93
2015-06-30 $1.0M 10k 98.97
2015-03-31 $968k 9.8k 98.93
2014-12-31 $905k 9.5k 95.56
2014-09-30 $824k 9.0k 91.68
2014-06-30 $415k 4.6k 90.95
2014-03-31 $395k 4.6k 86.57
2013-12-31 $351k 4.1k 85.95
2013-06-30 $297k 4.1k 72.72
2012-12-31 $29k 443 65.46

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth 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