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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
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