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iShares Russell 1000 Growth Index shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers 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 Dougherty Wealth Advisers 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 Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $828k 1.8k 473.30
2020-03-31 $200k 1.3k 150.72
2019-12-31 $233k 1.3k 175.58
2019-09-30 $212k 1.3k 159.76
2019-06-30 $209k 1.3k 157.50
2019-03-31 $201k 1.3k 151.47
2018-12-31 $190k 1.3k 143.18