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iShares Russell 1000 Growth Index shares owned by Convergent Wealth Advisors

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

Historical chart of Convergent 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 Convergent 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 Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $952k 10k 92.98
2015-06-30 $1.2M 12k 98.99
2015-03-31 $1.2M 12k 98.90
2012-06-30 $787k 12k 63.27
2012-03-31 $1.3M 20k 66.09
2011-12-31 $33M 569k 57.79
2011-09-30 $46M 874k 52.58
2011-06-30 $53M 866k 60.88
2011-03-31 $50M 825k 60.47
2010-12-31 $48M 846k 57.26