iShares Russell 1000 Growth Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata 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 Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Growth Index by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 1.3k | 468.29 |
| 2025-06-30 | $3.1M | 7.3k | 424.56 |
| 2025-03-31 | $19M | 51k | 361.09 |
| 2024-12-31 | $23M | 57k | 401.58 |
| 2024-09-30 | $20M | 55k | 375.38 |
| 2024-06-30 | $19M | 51k | 364.51 |
| 2024-03-31 | $17M | 51k | 337.05 |
| 2023-12-31 | $13M | 41k | 303.17 |
| 2023-09-30 | $8.4M | 32k | 266.33 |
| 2023-03-31 | $2.3M | 9.3k | 244.30 |
| 2022-12-31 | $4.4M | 21k | 214.68 |
| 2022-09-30 | $6.4M | 31k | 210.64 |
| 2022-06-30 | $6.3M | 29k | 218.98 |
| 2022-03-31 | $6.6M | 24k | 278.01 |
| 2021-12-31 | $6.1M | 20k | 306.02 |
| 2021-09-30 | $4.7M | 17k | 274.03 |
| 2021-06-30 | $1.1M | 4.2k | 271.52 |
| 2021-03-31 | $384k | 1.6k | 243.65 |
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