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iShares Russell 1000 Growth Index shares owned by Sonata Capital

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

Historical chart of Sonata 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 Sonata 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 39k 303.18
2023-09-30 $11M 40k 266.00
2023-06-30 $11M 40k 275.18
2023-03-31 $9.9M 41k 244.33
2022-12-31 $8.7M 41k 214.24
2022-09-30 $8.8M 42k 210.41
2022-06-30 $9.1M 42k 218.69
2022-03-31 $12M 43k 277.63
2021-12-31 $14M 44k 305.58
2021-09-30 $12M 45k 274.04
2021-06-30 $12M 44k 271.48
2021-03-31 $11M 45k 243.04
2020-12-31 $12M 48k 241.13
2020-09-30 $10M 47k 216.90
2020-06-30 $9.1M 48k 191.94
2020-03-31 $6.7M 45k 150.65
2019-12-31 $8.3M 47k 175.93
2019-09-30 $7.5M 47k 159.64
2019-06-30 $7.2M 46k 157.34
2019-03-31 $6.6M 43k 151.37
2018-12-31 $5.9M 45k 130.90
2018-09-30 $7.1M 45k 155.99
2018-06-30 $6.5M 45k 143.80
2018-03-31 $6.6M 49k 136.10
2017-12-31 $6.4M 48k 134.69
2017-09-30 $6.0M 48k 125.06
2017-06-30 $6.2M 53k 119.03
2017-03-31 $6.1M 54k 113.79
2016-12-31 $6.2M 59k 104.90
2016-09-30 $6.0M 58k 104.16
2016-06-30 $5.8M 58k 100.37
2016-03-31 $6.0M 61k 99.77
2015-12-31 $6.2M 63k 99.49
2015-09-30 $5.7M 61k 93.01
2015-06-30 $6.0M 60k 99.01
2015-03-31 $6.2M 63k 98.91
2014-12-31 $6.1M 64k 95.60

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 2000 Value Etf Etf (IWN)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Apple (AAPL)
Vanguard High Dividend Yield E Etf (VYM)
Vanguard Total Stock Market Et Etf (VTI)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Spdr S&p Midcap 400 Etf Etf (MDY)
Berkshire Hathaway (BRK.B)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)

View all positions for Sonata Capital

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index