iShares Russell 1000 Growth Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors 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 TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Growth Index by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $68M | 146k | 468.41 |
| 2025-06-30 | $80M | 189k | 424.58 |
| 2025-03-31 | $67M | 185k | 361.09 |
| 2024-12-31 | $73M | 181k | 401.58 |
| 2024-09-30 | $83M | 220k | 375.38 |
| 2024-06-30 | $79M | 215k | 364.51 |
| 2024-03-31 | $77M | 227k | 337.05 |
| 2023-12-31 | $68M | 224k | 303.17 |
| 2023-09-30 | $45M | 170k | 265.99 |
| 2023-06-30 | $46M | 167k | 275.18 |
| 2023-03-31 | $34M | 140k | 244.33 |
| 2022-12-31 | $32M | 151k | 214.24 |
| 2022-09-30 | $37M | 176k | 210.40 |
| 2022-06-30 | $37M | 168k | 218.70 |
| 2022-03-31 | $39M | 142k | 277.63 |
| 2021-12-31 | $39M | 128k | 305.59 |
| 2021-09-30 | $34M | 125k | 274.04 |
| 2021-06-30 | $33M | 122k | 271.48 |
| 2021-03-31 | $33M | 137k | 243.04 |
| 2020-12-31 | $35M | 146k | 241.14 |
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