iShares Russell 1000 Growth Index shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 32k | 468.40 |
| 2025-06-30 | $12M | 28k | 424.58 |
| 2025-03-31 | $2.5M | 7.1k | 361.09 |
| 2024-12-31 | $2.9M | 7.3k | 401.58 |
| 2024-09-30 | $2.8M | 7.5k | 375.38 |
| 2024-06-30 | $3.0M | 8.0k | 377.46 |
| 2024-03-31 | $2.9M | 8.6k | 337.05 |
| 2023-12-31 | $3.0M | 9.9k | 303.17 |
| 2023-09-30 | $2.8M | 10k | 265.99 |
| 2023-06-30 | $2.9M | 10k | 275.18 |
| 2023-03-31 | $2.6M | 11k | 244.33 |
| 2022-12-31 | $2.4M | 11k | 214.24 |
| 2022-09-30 | $1.4M | 6.6k | 210.46 |
| 2022-06-30 | $824k | 3.8k | 218.68 |
| 2022-03-31 | $1.0M | 3.8k | 277.54 |
| 2021-12-31 | $705k | 4.7k | 151.32 |
| 2021-09-30 | $908k | 3.3k | 274.07 |
| 2021-06-30 | $923k | 3.4k | 271.55 |
| 2021-03-31 | $830k | 3.4k | 242.90 |
| 2020-12-31 | $833k | 3.5k | 241.03 |
| 2020-09-30 | $843k | 3.9k | 216.93 |
| 2020-06-30 | $775k | 4.0k | 191.83 |
| 2020-03-31 | $633k | 4.2k | 150.54 |
| 2019-12-31 | $746k | 4.2k | 175.82 |
| 2019-09-30 | $680k | 4.3k | 159.70 |
| 2019-06-30 | $670k | 4.3k | 157.35 |
| 2019-03-31 | $705k | 4.7k | 151.32 |
| 2018-12-31 | $610k | 4.7k | 130.93 |
Top funds holding iShares Russell 1000 Growth Index
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