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iShares Russell 1000 Growth Index shares owned by Montag & Caldwell

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

Historical chart of Montag & Caldwell 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 Montag & Caldwell 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 Montag & Caldwell

Quarter filed Position value Share count Share price at filing
2024-12-31 $323k 803 401.58
2022-12-31 $1.9M 9.0k 214.24
2022-09-30 $871k 4.1k 210.49
2022-06-30 $868k 4.0k 218.64
2018-12-31 $1.2M 9.3k 130.92
2016-12-31 $1.6M 15k 104.88
2015-12-31 $497k 5.0k 99.46