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iShares Russell 1000 Growth Index shares owned by Berkeley Capital Partners

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

Historical chart of Berkeley Capital 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 Berkeley Capital 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 Berkeley Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 3.2k 375.34
2024-06-30 $1.2M 3.2k 364.46
2024-03-31 $1.1M 3.3k 337.10
2023-12-31 $965k 3.2k 303.21
2023-09-30 $843k 3.2k 266.01
2023-06-30 $934k 3.4k 275.20
2023-03-31 $303k 1.2k 244.37
2022-12-31 $262k 1.2k 214.27
2022-09-30 $261k 1.2k 210.48
2022-06-30 $271k 1.2k 218.55
2022-03-31 $386k 1.4k 277.90
2021-12-31 $447k 1.5k 305.33
2021-09-30 $409k 1.5k 273.76
2021-06-30 $420k 1.5k 271.67
2021-03-31 $463k 1.9k 242.79
2020-12-31 $873k 3.6k 241.03
2020-09-30 $823k 3.8k 216.75
2020-06-30 $867k 4.5k 191.94
2020-03-31 $901k 6.0k 150.72
2019-12-31 $1.1M 6.3k 175.83
2019-09-30 $1.2M 7.4k 159.61
2019-06-30 $1.3M 8.5k 157.31
2019-03-31 $1.1M 7.2k 151.34
2018-12-31 $982k 7.5k 130.86
2018-09-30 $1.2M 7.7k 156.00
2018-06-30 $1.2M 8.5k 143.79
2018-03-31 $1.2M 8.8k 136.08
2017-12-31 $1.3M 9.4k 134.67
2017-09-30 $1.2M 9.7k 125.05
2017-06-30 $1.2M 9.8k 119.01
2017-03-31 $1.1M 9.6k 113.79
2016-12-31 $1.1M 10k 104.94
2016-09-30 $1.2M 11k 104.21
2016-06-30 $1.1M 11k 100.33
2016-03-31 $1.4M 14k 99.81
2015-12-31 $1.5M 15k 99.47

More positions owned by Berkeley Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard World Industrial Etf (VIS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Berkeley Capital Partners

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index