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iShares Russell 1000 Growth Index shares owned by Sage Financial

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

Historical chart of Sage Financial investment in iShares Russell 1000 Growth Index

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All positions including iShares Russell 1000 Growth Index held by Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 29k 468.41
2025-06-30 $12M 29k 424.58
2025-03-31 $11M 29k 361.09
2024-12-31 $12M 29k 401.58
2024-09-30 $11M 29k 375.38
2024-06-30 $11M 29k 364.51
2024-03-31 $10M 31k 337.05
2023-12-31 $9.4M 31k 303.17
2023-09-30 $8.3M 31k 265.99
2023-06-30 $8.6M 31k 275.18
2023-03-31 $7.7M 32k 244.33
2022-12-31 $6.8M 32k 214.24
2022-09-30 $6.5M 31k 210.40
2022-06-30 $6.7M 31k 218.71
2022-03-31 $8.5M 31k 277.62
2021-12-31 $9.3M 30k 305.57
2021-09-30 $8.4M 31k 274.05
2021-06-30 $8.4M 31k 271.48
2021-03-31 $7.5M 31k 243.03
2020-12-31 $8.1M 34k 241.15
2020-09-30 $7.5M 35k 216.89
2020-06-30 $6.8M 36k 191.96
2020-03-31 $5.4M 36k 150.66
2019-12-31 $6.3M 36k 175.91
2019-09-30 $5.8M 36k 159.63
2019-06-30 $5.7M 36k 157.35
2019-03-31 $5.5M 36k 151.36
2018-12-31 $4.8M 37k 130.90
2018-09-30 $5.7M 37k 155.98
2018-06-30 $5.3M 37k 143.80
2018-03-31 $5.0M 37k 136.09
2017-12-31 $5.0M 37k 134.67
2017-09-30 $4.6M 37k 125.07
2017-06-30 $4.5M 38k 119.03
2017-03-31 $4.3M 38k 113.81
2016-12-31 $4.0M 38k 104.89
2016-09-30 $4.0M 38k 104.18
2016-06-30 $3.8M 38k 100.37
2016-03-31 $3.8M 38k 99.79
2015-12-31 $3.8M 38k 99.48
2015-09-30 $4.3M 47k 92.99
2015-06-30 $3.9M 40k 99.01
2015-03-31 $3.9M 40k 98.90
2014-09-30 $4.2M 46k 91.63
2014-06-30 $4.3M 47k 90.94
2014-03-31 $3.9M 45k 86.54
2013-12-31 $3.8M 44k 85.94

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Sage Financial

Top funds holding iShares Russell 1000 Growth Index

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

View all funds holding iShares Russell 1000 Growth Index