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iShares Russell 1000 Growth Index shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 67k 375.38
2024-06-30 $25M 68k 364.51
2024-03-31 $22M 64k 337.05
2023-12-31 $20M 67k 303.17
2023-09-30 $17M 64k 265.99
2023-06-30 $18M 66k 275.18
2023-03-31 $18M 72k 244.33
2022-12-31 $25M 115k 214.24
2022-09-30 $24M 115k 210.40
2022-06-30 $22M 99k 218.70
2022-03-31 $36M 131k 277.63
2021-12-31 $41M 135k 305.59
2021-09-30 $35M 128k 274.04
2021-06-30 $34M 124k 271.48
2021-03-31 $30M 123k 243.04
2020-12-31 $30M 126k 241.14
2020-09-30 $29M 132k 216.89
2020-06-30 $26M 133k 191.95
2020-03-31 $20M 133k 150.65
2019-12-31 $24M 138k 175.92
2019-09-30 $20M 126k 159.63
2019-06-30 $20M 130k 157.34
2019-03-31 $19M 128k 151.36
2018-12-31 $17M 127k 130.91
2018-09-30 $20M 125k 155.98
2018-06-30 $8.0M 55k 143.81
2018-03-31 $10M 75k 136.09
2017-12-31 $11M 79k 134.68
2017-09-30 $10M 82k 125.05
2017-06-30 $9.4M 79k 119.03
2017-03-31 $9.6M 84k 113.80
2016-12-31 $7.9M 75k 104.90
2016-09-30 $7.9M 76k 104.16
2016-06-30 $7.4M 74k 100.36
2016-03-31 $7.2M 72k 99.78
2015-12-31 $7.0M 70k 99.48
2015-09-30 $4.5M 49k 93.01
2015-06-30 $2.9M 29k 99.02
2015-03-31 $488k 4.9k 98.99

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Investment Managers Ser Tr I Axs Knowledge Le
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

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