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iShares Russell 1000 Growth Index shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.7M 7.4k 364.51
2024-03-31 $2.5M 7.4k 337.05
2023-09-30 $2.1M 7.8k 265.99
2023-06-30 $2.2M 7.8k 283.84
2023-03-31 $1.9M 7.8k 245.06
2022-12-31 $1.9M 7.8k 241.87