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iShares Russell 1000 Growth Index shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth 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 Intercontinental Wealth Advisors 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 Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $510k 1.9k 275.18
2023-03-31 $524k 2.1k 244.33
2022-12-31 $459k 2.1k 214.24
2022-09-30 $451k 2.1k 210.35
2022-06-30 $769k 3.5k 218.59
2022-03-31 $866k 3.1k 277.74
2021-12-31 $1.4M 4.5k 305.56
2021-09-30 $1.3M 4.8k 273.95
2021-06-30 $1.1M 3.9k 271.38
2021-03-31 $360k 1.5k 242.92
2020-12-31 $16M 66k 241.14
2020-09-30 $14M 64k 216.90
2020-06-30 $3.4M 22k 157.35
2020-03-31 $3.7M 24k 151.35
2019-12-31 $1.5M 8.2k 186.40
2019-09-30 $2.6M 17k 159.62
2019-06-30 $3.4M 22k 157.35
2019-03-31 $3.7M 24k 151.35
2018-12-31 $2.9M 22k 130.92
2018-09-30 $2.8M 18k 156.00
2018-06-30 $2.2M 15k 143.78
2018-03-31 $1.2M 9.0k 136.09
2017-12-31 $1.6M 12k 134.64
2017-09-30 $1.4M 11k 125.02
2017-06-30 $1.3M 11k 119.05
2017-03-31 $1.2M 10k 113.81
2016-12-31 $1.1M 10k 104.85
2016-09-30 $1.1M 10k 104.16
2016-06-30 $547k 5.4k 100.42
2016-03-31 $544k 5.4k 99.87
2015-12-31 $542k 5.4k 99.50

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Ark Etf Tr Innovation Etf (ARKK)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)
Ishares Msci Jpn Etf New (EWJ)
Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth Advisors

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