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iShares Russell 1000 Growth Index shares owned by Lgl Partners

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

Historical chart of Lgl 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 1.5k 375.38
2024-06-30 $560k 1.5k 364.44
2024-03-31 $517k 1.5k 337.27
2023-12-31 $464k 1.5k 303.16
2023-09-30 $406k 1.5k 265.98
2023-06-30 $420k 1.5k 275.17
2023-03-31 $372k 1.5k 244.28
2022-12-31 $326k 1.5k 214.29
2022-09-30 $319k 1.5k 210.42
2022-06-30 $331k 1.5k 218.92
2022-03-31 $419k 1.5k 277.48
2021-12-31 $461k 1.5k 305.91
2021-09-30 $413k 1.5k 274.42
2021-06-30 $408k 1.5k 271.46
2021-03-31 $365k 1.5k 243.17
2020-12-31 $361k 1.5k 240.83
2020-09-30 $325k 1.5k 217.10
2020-06-30 $287k 1.5k 192.10
2020-03-31 $225k 1.5k 150.91
2019-12-31 $262k 1.5k 176.31
2019-09-30 $237k 1.5k 159.92
2019-06-30 $410k 2.6k 157.15
2019-03-31 $394k 2.6k 151.25
2018-09-30 $228k 1.5k 155.95
2018-06-30 $210k 1.5k 144.03
2018-03-31 $4.3M 32k 134.07
2017-12-31 $4.7M 35k 134.67
2017-09-30 $4.4M 35k 125.06

More positions owned by Lgl Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Lgl Partners

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Commonwealth Equity Services
Signature
Royal Bank of Canada
Churchill Management Corp.
Circle Wealth Management
Synovus Financial Corp.

View all funds holding iShares Russell 1000 Growth Index