iShares Russell 1000 Growth Index shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $336k | 996 | 337.05 |
| 2023-12-31 | $302k | 996 | 303.17 |
| 2023-09-30 | $265k | 996 | 265.99 |
| 2023-06-30 | $282k | 1.0k | 275.18 |
| 2023-03-31 | $263k | 1.1k | 244.33 |
| 2022-12-31 | $230k | 1.1k | 214.24 |
| 2022-09-30 | $226k | 1.1k | 210.23 |
| 2022-06-30 | $248k | 1.1k | 218.50 |
| 2022-03-31 | $406k | 1.5k | 277.89 |
| 2021-12-31 | $446k | 1.5k | 305.27 |
| 2021-09-30 | $400k | 1.5k | 273.79 |
| 2021-06-30 | $386k | 1.4k | 271.83 |
| 2021-03-31 | $345k | 1.4k | 242.96 |
| 2020-12-31 | $342k | 1.4k | 240.85 |
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