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iShares Russell 1000 Growth Index shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $36M 5.7M 6.30
2023-06-30 $21M 77k 275.17
2023-03-31 $23M 94k 244.33
2022-12-31 $19M 95k 196.27
2022-09-30 $3.1M 15k 210.35
2022-06-30 $2.1M 9.7k 218.64
2022-03-31 $1.8M 6.4k 277.70
2021-12-31 $3.5M 12k 305.47
2021-09-30 $3.0M 11k 274.08
2021-06-30 $2.8M 10k 271.47
2021-03-31 $2.3M 9.4k 243.08
2020-12-31 $2.4M 9.9k 241.16
2020-09-30 $2.1M 9.5k 216.94
2020-06-30 $2.6M 14k 191.94
2020-03-31 $40k 262 150.88
2019-12-31 $25M 14k 1759.11
2019-09-30 $2.2M 14k 159.71
2019-06-30 $2.2M 14k 157.22
2019-03-31 $2.1M 14k 151.25
2018-12-31 $288k 2.2k 131.15
2018-09-30 $283k 1.8k 155.75
2018-06-30 $260k 1.8k 143.09
2018-03-31 $247k 1.8k 135.94
2017-09-30 $123k 980 125.51
2017-06-30 $688k 5.8k 118.97
2017-03-31 $578k 5.1k 113.82
2016-12-31 $561k 5.3k 104.94
2016-09-30 $102k 980 104.08
2016-03-31 $98k 980 100.00
2015-09-30 $91k 980 92.86
2015-03-31 $97k 980 98.98
2014-12-31 $94k 980 95.92
2014-09-30 $90k 980 91.84
2014-03-31 $21k 239 87.87
2013-12-31 $105k 1.2k 86.14
2013-09-30 $96k 1.2k 78.75
2013-06-30 $88k 1.2k 72.19
2012-12-31 $50k 760 65.79
2012-03-31 $50k 760 65.79
2011-12-31 $44k 760 57.89
2011-09-30 $40k 760 52.63
2011-06-30 $46k 760 60.53
2011-03-31 $44k 760 57.89

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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