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iShares Russell 1000 Growth Index shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $542k 1.8k 303.17
2023-09-30 $478k 1.8k 265.99
2023-06-30 $487k 1.8k 275.18
2023-03-31 $369k 1.5k 244.33
2022-12-31 $327k 1.5k 214.24
2022-09-30 $321k 1.5k 210.49
2022-06-30 $341k 1.6k 219.01
2022-03-31 $478k 1.7k 279.04
2021-12-31 $532k 1.7k 306.10

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Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

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