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iShares Russell 1000 Growth Index shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $65M 215k 303.17
2023-09-30 $56M 210k 265.99
2023-06-30 $58M 210k 275.18
2023-03-31 $50M 205k 244.33
2022-12-31 $48B 224M 214.24
2022-09-30 $32M 153k 210.40
2022-06-30 $37M 170k 218.70
2022-03-31 $27M 98k 277.63
2021-12-31 $30M 97k 305.59
2021-09-30 $23M 85k 274.04
2021-06-30 $18M 68k 271.48
2021-03-31 $16M 67k 243.04
2020-12-31 $7.0M 29k 241.14
2020-09-30 $6.1M 28k 216.89
2020-06-30 $5.3M 28k 191.95
2020-03-31 $4.0M 27k 150.65
2019-12-31 $5.4M 31k 175.92
2019-09-30 $3.8M 24k 159.63
2019-06-30 $2.4M 118k 20.17
2019-03-31 $1.7M 11k 151.36
2018-12-31 $1.4M 11k 130.91
2018-09-30 $1.6M 10k 155.95
2018-06-30 $1.5M 10k 143.80
2018-03-31 $1.6M 12k 136.09
2017-12-31 $1.6M 12k 134.71
2017-09-30 $1.5M 12k 125.02
2017-06-30 $1.1M 9.3k 119.05
2017-03-31 $1.2M 10k 113.83
2016-12-31 $1000k 9.5k 104.94
2016-09-30 $698k 6.7k 104.19
2016-06-30 $672k 6.7k 100.31
2016-03-31 $668k 6.7k 99.72
2015-12-31 $645k 6.5k 99.48
2015-09-30 $603k 6.5k 93.00
2015-06-30 $642k 6.5k 99.01
2015-03-31 $641k 6.5k 98.86
2014-12-31 $571k 6.0k 95.58
2014-09-30 $547k 6.0k 91.56
2014-06-30 $625k 6.9k 90.99
2014-03-31 $610k 7.1k 86.48
2013-12-31 $606k 7.1k 85.91
2013-09-30 $552k 7.1k 78.25
2013-06-30 $559k 7.7k 72.70
2013-03-31 $552k 7.7k 71.42
2012-12-31 $427k 6.5k 65.45
2012-09-30 $529k 7.9k 66.64
2012-06-30 $596k 9.4k 63.18
2012-03-31 $623k 9.4k 66.04
2011-12-31 $371k 6.4k 57.76
2011-09-30 $396k 7.5k 52.53
2011-06-30 $647k 11k 60.48
2011-03-31 $647k 11k 60.48
2010-12-31 $583k 10k 57.25

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment 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