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iShares Russell 1000 Growth Index shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $345k 860 401.58
2024-09-30 $288k 766 375.38
2024-06-30 $279k 766 364.51
2024-03-31 $300k 891 337.05
2023-12-31 $270k 891 303.17
2023-09-30 $243k 912 266.05
2023-06-30 $251k 912 275.24
2023-03-31 $223k 912 244.37

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
Raymond James Financial
LPL Financial
Pnc Financial Services
M^T Bank Corporation
Raymond James & Associates
Baird Financial

View all funds holding iShares Russell 1000 Growth Index