iShares Russell 1000 Growth Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 20k | 468.41 |
| 2025-06-30 | $8.5M | 20k | 424.58 |
| 2024-12-31 | $4.6M | 12k | 401.57 |
| 2024-09-30 | $4.1M | 11k | 375.40 |
| 2024-06-30 | $3.9M | 11k | 364.53 |
| 2024-03-31 | $2.8M | 8.2k | 337.03 |
| 2023-12-31 | $2.5M | 8.2k | 303.17 |
| 2023-09-30 | $1.9M | 7.3k | 265.98 |
| 2023-06-30 | $2.1M | 7.6k | 275.17 |
| 2023-03-31 | $2.2M | 8.8k | 244.32 |
| 2022-12-31 | $1.6M | 7.6k | 214.23 |
| 2022-09-30 | $1.6M | 7.8k | 210.37 |
| 2022-06-30 | $1.6M | 7.3k | 218.71 |
| 2022-03-31 | $2.4M | 8.8k | 277.61 |
| 2021-12-31 | $2.6M | 8.6k | 305.58 |
| 2021-09-30 | $2.3M | 8.4k | 273.99 |
| 2021-06-30 | $2.3M | 8.4k | 271.48 |
| 2021-03-31 | $2.0M | 8.3k | 243.06 |
| 2020-12-31 | $2.0M | 8.1k | 241.11 |
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