Values Added Financial »

iShares Russell 1000 Growth Index shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Growth Index by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 920 337.05
2023-12-31 $279k 920 303.17
2023-09-30 $245k 920 265.99
2023-06-30 $253k 920 275.18

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

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
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Baird Financial
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services
Royal Bank of Canada
Signature

View all funds holding iShares Russell 1000 Growth Index