iShares Russell 1000 Growth Index shares owned by Caldwell Trust
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 5.3k | 468.41 |
| 2021-12-31 | $1.2M | 4.1k | 305.59 |
| 2021-09-30 | $1.1M | 4.1k | 274.04 |
| 2021-06-30 | $1.1M | 4.1k | 271.48 |
| 2021-03-31 | $994k | 4.1k | 243.04 |
| 2020-12-31 | $986k | 4.1k | 241.14 |
| 2020-09-30 | $887k | 4.1k | 216.89 |
| 2020-06-30 | $785k | 4.1k | 191.95 |
| 2020-03-31 | $616k | 4.1k | 150.65 |
| 2019-12-31 | $719k | 4.1k | 175.92 |
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