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iShares Russell 1000 Growth Index shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 33k 337.05
2023-12-31 $11M 36k 303.17
2023-09-30 $11M 42k 265.99
2023-06-30 $11M 42k 275.18
2023-03-31 $10M 42k 244.33
2022-12-31 $9.2M 43k 214.27
2022-09-30 $8.8M 42k 210.97
2022-06-30 $9.2M 42k 218.69
2022-03-31 $13M 45k 277.64
2021-12-31 $17M 56k 305.60
2021-09-30 $15M 56k 274.05
2021-06-30 $16M 56k 280.67
2021-03-31 $13M 52k 243.03
2020-12-31 $10M 42k 241.13
2020-09-30 $8.2M 38k 216.90
2020-06-30 $6.9M 36k 191.94
2020-03-31 $5.2M 34k 150.65
2019-12-31 $5.5M 32k 175.90