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iShares Russell 1000 Growth Index shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 800 468.41
2025-06-30 $340k 800 424.58
2025-03-31 $289k 800 361.09
2024-12-31 $336k 836 401.67
2024-09-30 $300k 800 375.38
2024-06-30 $292k 800 364.51
2024-03-31 $630k 1.9k 337.05
2023-12-31 $283k 933 303.17
2023-09-30 $354k 1.3k 265.99
2023-06-30 $366k 1.3k 275.18
2023-03-31 $325k 1.3k 244.33
2022-12-31 $267k 1.2k 214.24