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Precedent Wealth Partners »

iShares Russell 1000 Growth Index shares owned by Precedent Wealth Partners

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

Historical chart of Precedent 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 Precedent 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 Precedent Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$326k	696	468.41
2025-06-30	$296k	696	424.58
2025-03-31	$251k	696	361.09
2024-12-31	$331k	825	401.58
2024-09-30	$310k	825	375.38
2024-06-30	$301k	825	364.51
2024-03-31	$278k	825	337.05
2023-12-31	$249k	822	303.17

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Wisdomtree Tr Us Midcap Divid (DON)

Ishares Tr Core S&p500 Etf (IVV)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Ishares Tr Msci Eafe Etf (EFA)

Spdr Ser Tr S&p Divid Etf (SDY)

First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)

Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

First Tr Exchange-traded Smid Risng Etf (SDVY)

First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

Ishares Tr Core S&p Mcp Etf (IJH)

First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

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