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iShares Russell 1000 Growth Index shares owned by O'Brien Wealth Partners

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

Historical chart of O'Brien Wealth 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 O'Brien Wealth 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 O'Brien Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 45k 364.51
2024-03-31 $15M 46k 337.05
2023-12-31 $14M 46k 303.17
2023-09-30 $13M 48k 265.99
2023-06-30 $14M 49k 275.18
2023-03-31 $12M 49k 244.33
2022-12-31 $12M 55k 214.24
2022-09-30 $11M 54k 210.41
2022-06-30 $12M 53k 218.69
2022-03-31 $12M 51k 230.16
2021-12-31 $14M 50k 277.09
2021-09-30 $14M 52k 274.46
2021-06-30 $15M 52k 278.08
2021-03-31 $14M 55k 254.59
2020-12-31 $14M 58k 244.19
2020-09-30 $14M 61k 220.82
2020-06-30 $13M 65k 201.81
2020-03-31 $9.8M 67k 146.86
2019-12-31 $12M 69k 178.19
2019-09-30 $11M 70k 159.63
2019-06-30 $14M 84k 161.12
2019-03-31 $13M 85k 151.36
2018-12-31 $12M 85k 137.05
2018-09-30 $14M 89k 155.98
2018-06-30 $12M 82k 143.80
2018-03-31 $12M 90k 136.09
2017-12-31 $12M 98k 125.06
2017-09-30 $12M 98k 125.06
2017-06-30 $12M 105k 119.02
2017-03-31 $12M 109k 113.80
2016-12-31 $12M 114k 104.90
2016-09-30 $12M 116k 104.17
2016-06-30 $12M 118k 100.36
2016-03-31 $12M 122k 99.78
2015-12-31 $12M 125k 99.48

More positions owned by O'Brien Wealth Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for O'Brien Wealth Partners

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