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iShares Russell 1000 Growth Index shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management 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 Northern Oak Capital Management 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 13k 375.37
2024-06-30 $4.7M 13k 364.50
2024-03-31 $4.5M 14k 337.04
2023-12-31 $4.2M 14k 303.16
2023-09-30 $3.7M 14k 265.98
2023-06-30 $3.7M 14k 275.17
2023-03-31 $3.8M 16k 244.33
2022-12-31 $3.6M 17k 214.24
2022-09-30 $3.7M 18k 210.42
2022-06-30 $3.9M 18k 218.69
2022-03-31 $4.8M 17k 277.63
2021-12-31 $5.5M 18k 305.58
2021-09-30 $5.0M 18k 274.05
2021-06-30 $5.3M 20k 271.49
2021-03-31 $4.8M 20k 243.05
2020-12-31 $10M 41k 241.14
2020-09-30 $9.1M 42k 216.90
2020-06-30 $8.1M 42k 191.96
2020-03-31 $3.2M 21k 150.67
2019-12-31 $3.9M 22k 175.91
2019-09-30 $7.0M 44k 159.64
2019-06-30 $7.0M 44k 157.33
2019-03-31 $6.7M 45k 151.35
2018-12-31 $6.1M 47k 130.90
2018-09-30 $7.5M 48k 155.97
2018-06-30 $6.9M 48k 143.80
2018-03-31 $6.6M 49k 136.09
2017-12-31 $6.9M 51k 134.68
2017-09-30 $6.5M 52k 125.05
2017-06-30 $6.4M 54k 119.02
2017-03-31 $6.2M 55k 113.80
2016-12-31 $5.9M 56k 104.90
2016-09-30 $6.2M 60k 104.17
2016-06-30 $6.3M 63k 100.36
2016-03-31 $6.5M 65k 99.77
2015-12-31 $6.6M 67k 99.49
2015-09-30 $6.2M 66k 92.99
2015-06-30 $6.6M 67k 99.01
2015-03-31 $6.6M 67k 98.93
2014-12-31 $6.4M 67k 95.61
2014-09-30 $6.0M 66k 91.64
2014-06-30 $6.1M 67k 90.93
2014-03-31 $5.9M 69k 86.54
2013-12-31 $5.4M 69k 78.21
2013-09-30 $5.4M 69k 78.21
2013-06-30 $5.0M 68k 72.73
2013-03-31 $4.9M 69k 71.37
2012-12-31 $4.6M 70k 65.49
2012-09-30 $4.8M 72k 66.71
2012-06-30 $5.0M 78k 63.23
2012-03-31 $5.5M 84k 66.07
2011-12-31 $4.8M 84k 57.79
2011-09-30 $3.9M 73k 52.58
2011-06-30 $4.6M 76k 60.87
2011-03-31 $4.9M 82k 60.48
2010-12-31 $4.5M 79k 57.26

More positions owned by Northern Oak Capital Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
At&t (T)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Verizon Communications (VZ)

View all positions for Northern Oak Capital Management

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index