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iShares Russell 1000 Growth Index shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $40M 150k 265.99
2023-06-30 $44M 161k 275.18
2023-03-31 $23M 94k 244.33
2022-12-31 $26M 116k 221.47
2022-09-30 $25M 119k 210.71
2022-06-30 $14M 63k 218.70
2022-03-31 $18M 65k 272.56
2021-12-31 $29M 95k 305.59
2021-09-30 $27M 97k 279.17
2021-06-30 $20M 72k 272.36
2021-03-31 $20M 76k 256.79
2020-12-31 $20M 83k 244.19
2020-09-30 $27M 123k 219.44
2020-06-30 $25M 129k 194.64
2020-03-31 $12M 79k 150.65
2019-12-31 $44M 242k 183.86
2019-09-30 $35M 228k 155.29
2019-06-30 $37M 234k 159.30
2019-03-31 $27M 179k 153.03
2018-12-31 $26M 196k 130.91
2018-09-30 $31M 201k 155.98
2018-06-30 $29M 216k 136.09
2018-03-31 $30M 217k 136.09
2017-12-31 $32M 237k 134.68
2017-09-30 $28M 224k 125.06
2017-06-30 $22M 183k 119.02
2017-03-31 $21M 182k 113.80
2016-12-31 $20M 186k 104.90
2016-09-30 $20M 189k 104.17
2016-06-30 $19M 193k 100.36
2016-03-31 $20M 195k 99.78
2015-12-31 $20M 202k 99.48
2015-09-30 $21M 222k 93.00
2015-06-30 $22M 226k 99.01
2015-03-31 $23M 237k 98.92
2014-12-31 $24M 247k 95.61
2014-09-30 $22M 242k 91.63
2014-06-30 $14M 150k 90.93
2014-03-31 $33M 377k 86.54
2013-12-31 $32M 369k 85.95
2013-09-30 $17M 216k 78.20
2013-06-30 $15M 210k 72.74

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

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