iShares Russell 1000 Growth Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 3.1k | 375.38 |
| 2024-06-30 | $1.1M | 3.1k | 364.51 |
| 2024-03-31 | $1.0M | 3.1k | 337.05 |
| 2023-12-31 | $401k | 1.3k | 303.17 |
| 2023-09-30 | $313k | 1.2k | 265.99 |
| 2023-06-30 | $324k | 1.2k | 275.18 |
| 2023-03-31 | $288k | 1.2k | 244.33 |
| 2022-06-30 | $201k | 920 | 218.48 |
| 2022-03-31 | $255k | 920 | 277.17 |
| 2021-12-31 | $281k | 920 | 305.43 |
| 2021-09-30 | $252k | 920 | 273.91 |
| 2021-06-30 | $250k | 920 | 271.74 |
| 2021-03-31 | $224k | 920 | 243.48 |
| 2020-12-31 | $222k | 920 | 241.30 |
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