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iShares Russell 1000 Growth Index shares owned by Focused Wealth Management

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

Historical chart of Focused Wealth 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 Focused Wealth 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 Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $167k 551 303.02
2023-09-30 $146k 550 265.99
2023-06-30 $152k 551 275.18
2023-03-31 $137k 561 244.19
2022-12-31 $120k 560 214.31
2022-09-30 $118k 560 210.71
2022-06-30 $119k 542 219.56
2022-03-31 $151k 544 277.57
2021-12-31 $166k 543 305.71
2021-09-30 $148k 541 273.57
2021-06-30 $149k 548 271.90
2021-03-31 $133k 548 242.70
2020-12-31 $134k 555 241.44
2020-09-30 $120k 554 216.61
2020-06-30 $117k 612 191.18
2020-03-31 $95k 631 150.55
2019-12-31 $108k 615 175.61
2019-09-30 $100k 628 159.24
2019-06-30 $119k 758 156.99
2019-03-31 $115k 757 151.92
2018-12-31 $103k 787 130.88
2018-09-30 $121k 779 155.33
2018-06-30 $105k 733 143.25
2018-03-31 $220k 1.6k 136.39
2017-12-31 $1.4M 11k 134.64
2017-09-30 $1.3M 10k 125.07
2017-06-30 $976k 8.2k 119.04
2017-03-31 $835k 7.3k 113.74
2016-12-31 $36k 343 104.96
2016-09-30 $43k 416 103.37
2016-06-30 $35k 348 100.57
2016-03-31 $41k 408 100.49
2015-12-31 $446k 4.5k 99.49
2015-09-30 $430k 4.6k 93.03
2015-06-30 $467k 4.7k 98.94
2015-03-31 $467k 4.7k 98.88
2014-12-31 $473k 4.9k 95.71
2014-09-30 $486k 5.3k 91.63
2014-06-30 $500k 5.5k 90.93
2014-03-31 $489k 5.7k 86.46
2013-12-31 $508k 5.9k 85.88
2013-09-30 $479k 6.1k 78.22

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index