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iShares Russell 1000 Growth Index shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner 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 Kellett Schaffner 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 626 468.07
2025-06-30 $252k 593 424.55
2025-03-31 $214k 592 361.32
2024-12-31 $238k 592 401.41
2024-09-30 $220k 585 375.46
2024-06-30 $213k 584 364.67
2024-03-31 $229k 681 336.85