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iShares Russell 1000 Growth Index shares owned by Blue Zone Wealth Advisors

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

Historical chart of Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors 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 Blue Zone Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $334k 889 375.38
2022-03-31 $453k 1.6k 277.91
2020-12-31 $700k 2.9k 241.13
2020-09-30 $630k 2.9k 217.02
2020-06-30 $557k 2.9k 191.87
2020-03-31 $437k 2.9k 150.53

More positions owned by Blue Zone Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
AutoZone (AZO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Microsoft Corporation (MSFT)
Stryker Corporation (SYK)
The Trade Desk Com Cl A (TTD)
Williams Companies (WMB)
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Equifax (EFX)
Visa Com Cl A (V)
salesforce (CRM)

View all positions for Blue Zone Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
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
Signature

View all funds holding iShares Russell 1000 Growth Index