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iShares Russell 1000 Growth Index shares owned by Charter Oak Capital Management

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

Historical chart of Charter Oak Capital Management 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 Charter Oak Capital Management 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 Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $450k 1.3k 337.05
2023-12-31 $374k 1.2k 303.17
2023-09-30 $328k 1.2k 265.99
2023-06-30 $343k 1.2k 275.18
2023-03-31 $307k 1.3k 244.33
2022-12-31 $267k 1.2k 214.24
2022-09-30 $251k 1.2k 210.57
2022-06-30 $165k 753 219.12
2022-03-31 $205k 737 278.15
2021-12-31 $225k 737 305.29
2021-09-30 $202k 737 274.08
2021-06-30 $189k 695 271.94
2021-03-31 $169k 695 243.17
2020-12-31 $168k 695 241.73