iShares Russell 1000 Growth Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.2k | 468.41 |
| 2025-06-30 | $942k | 2.2k | 424.58 |
| 2025-03-31 | $801k | 2.2k | 361.09 |
| 2024-12-31 | $891k | 2.2k | 401.58 |
| 2024-09-30 | $833k | 2.2k | 375.38 |
| 2024-06-30 | $818k | 2.2k | 364.51 |
| 2024-03-31 | $633k | 1.9k | 337.05 |
| 2023-12-31 | $554k | 1.8k | 303.17 |
| 2023-09-30 | $487k | 1.8k | 266.49 |
| 2023-06-30 | $503k | 1.8k | 275.18 |
| 2023-03-31 | $446k | 1.8k | 244.33 |
| 2022-12-31 | $382k | 1.8k | 214.24 |
| 2022-09-30 | $375k | 1.8k | 210.44 |
| 2022-06-30 | $390k | 1.8k | 218.86 |
| 2022-03-31 | $717k | 2.6k | 277.69 |
| 2021-12-31 | $789k | 2.6k | 305.58 |
| 2021-09-30 | $708k | 2.6k | 274.21 |
| 2021-06-30 | $701k | 2.6k | 271.50 |
| 2021-03-31 | $628k | 2.6k | 243.22 |
| 2020-12-31 | $623k | 2.6k | 241.29 |
| 2020-09-30 | $560k | 2.6k | 216.89 |
| 2020-06-30 | $565k | 2.9k | 191.92 |
| 2020-03-31 | $444k | 2.9k | 150.82 |
| 2019-12-31 | $518k | 2.9k | 175.95 |
| 2019-09-30 | $487k | 3.0k | 159.72 |
| 2019-06-30 | $480k | 3.0k | 157.43 |
| 2019-03-31 | $407k | 2.7k | 151.47 |
| 2018-12-31 | $352k | 2.7k | 131.00 |
| 2018-09-30 | $419k | 2.7k | 155.94 |
| 2018-06-30 | $386k | 2.7k | 143.65 |
| 2018-03-31 | $366k | 2.7k | 136.21 |
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