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iShares Russell 1000 Growth Index shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial Advisors 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.9M 33k 303.17
2023-09-30 $8.5M 32k 265.99
2023-06-30 $8.8M 32k 275.18
2023-03-31 $8.1M 33k 244.33
2022-12-31 $7.4M 35k 214.24
2022-09-30 $7.2M 34k 210.39
2022-06-30 $7.5M 32k 231.30
2022-03-31 $9.1M 31k 294.41
2021-12-31 $11M 36k 305.59
2021-09-30 $9.8M 36k 274.03
2021-06-30 $10M 37k 271.49
2021-03-31 $9.1M 37k 243.03
2020-12-31 $8.9M 37k 241.13
2020-09-30 $8.1M 37k 216.89
2020-06-30 $7.0M 37k 191.94
2020-03-31 $6.0M 37k 160.98
2019-12-31 $6.7M 38k 175.92
2019-09-30 $5.9M 37k 159.63
2019-06-30 $5.9M 38k 157.35
2019-03-31 $5.9M 39k 151.36
2018-12-31 $5.1M 39k 130.92
2018-09-30 $5.6M 40k 142.01
2018-06-30 $5.0M 34k 150.14
2018-03-31 $4.5M 33k 136.10
2017-12-31 $4.5M 34k 134.67
2017-09-30 $4.1M 33k 125.05