iShares Russell 1000 Growth Index shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners 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 Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Growth Index by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $8.5M | 23k | 364.51 |
| 2024-03-31 | $7.9M | 24k | 337.05 |
| 2023-12-31 | $7.1M | 24k | 303.17 |
| 2023-09-30 | $6.3M | 24k | 266.00 |
| 2023-06-30 | $6.5M | 24k | 275.19 |
| 2023-03-31 | $6.8M | 28k | 244.33 |
| 2022-12-31 | $6.2M | 29k | 214.24 |
| 2022-09-30 | $6.1M | 29k | 210.39 |
| 2022-06-30 | $6.4M | 29k | 218.71 |
| 2022-03-31 | $8.1M | 29k | 277.64 |
| 2021-12-31 | $9.1M | 30k | 305.59 |
| 2021-09-30 | $8.2M | 30k | 274.05 |
| 2021-06-30 | $8.2M | 30k | 271.48 |
| 2021-03-31 | $7.5M | 31k | 243.04 |
| 2020-12-31 | $7.5M | 31k | 241.14 |
| 2020-09-30 | $6.7M | 31k | 216.90 |
| 2020-06-30 | $6.0M | 31k | 191.95 |
| 2020-03-31 | $4.8M | 32k | 150.64 |
| 2019-12-31 | $5.7M | 32k | 175.93 |
| 2019-09-30 | $5.2M | 33k | 159.61 |
| 2019-06-30 | $5.3M | 34k | 157.34 |
| 2019-03-31 | $5.2M | 34k | 151.35 |
| 2018-12-31 | $4.7M | 36k | 130.90 |
| 2018-09-30 | $5.0M | 32k | 155.97 |
| 2018-06-30 | $4.6M | 32k | 143.81 |
| 2018-03-31 | $4.7M | 34k | 136.10 |
| 2017-12-31 | $5.0M | 37k | 134.67 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners
Top funds holding iShares Russell 1000 Growth Index
View all funds holding iShares Russell 1000 Growth Index