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iShares Russell 1000 Growth Index shares owned by Truepoint

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

Historical chart of Truepoint investment in iShares Russell 1000 Growth Index

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All positions including iShares Russell 1000 Growth Index held by Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 25k 375.38
2024-06-30 $9.7M 27k 364.51
2024-03-31 $9.3M 28k 337.04
2023-12-31 $8.6M 28k 303.16
2023-09-30 $7.4M 28k 265.99
2023-06-30 $7.8M 28k 275.18
2023-03-31 $7.2M 29k 244.33
2022-12-31 $6.2M 29k 214.24
2022-09-30 $7.6M 36k 210.39
2022-06-30 $12M 55k 218.70
2022-03-31 $12M 44k 277.64
2021-12-31 $7.8M 26k 305.59
2021-09-30 $7.1M 26k 274.02
2021-06-30 $7.3M 27k 271.47
2021-03-31 $6.6M 27k 243.05
2020-12-31 $6.7M 28k 241.15
2020-09-30 $6.0M 28k 216.87
2020-06-30 $5.8M 30k 191.96
2020-03-31 $5.2M 35k 150.65
2019-12-31 $4.6M 26k 175.92
2019-09-30 $4.3M 27k 159.64
2019-06-30 $4.1M 26k 157.35
2019-03-31 $4.2M 28k 151.36
2018-12-31 $3.4M 26k 130.91
2018-09-30 $1.9M 12k 155.94
2018-06-30 $1.9M 13k 143.76
2018-03-31 $15k 2.0k 7.35
2017-12-31 $2.0M 15k 134.66
2017-09-30 $1.7M 1.7M 1.00
2017-06-30 $2.0M 17k 122.16
2017-03-31 $1.4M 12k 113.84
2016-12-31 $1.4M 12k 109.63
2016-09-30 $1.3M 12k 104.20
2016-06-30 $1.7M 17k 100.36
2016-03-31 $1.6M 16k 99.76
2015-12-31 $548k 5.5k 99.56
2015-09-30 $666k 7.2k 93.04
2015-06-30 $427k 4.3k 98.96
2015-03-31 $399k 4.0k 98.98
2014-12-31 $276k 2.9k 95.60
2014-09-30 $265k 2.9k 91.79
2011-12-31 $218k 3.8k 57.86
2011-09-30 $910k 17k 52.57
2011-06-30 $242k 4.0k 60.82
2011-03-31 $252k 4.0k 62.52

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Baird Financial
Branch Banking & Trust Company
Tiaa Trust, National Association

View all funds holding iShares Russell 1000 Growth Index