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iShares Russell 1000 Growth Index shares owned by Waldron

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

Historical chart of Waldron investment in iShares Russell 1000 Growth Index

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $207M 682k 303.17
2023-09-30 $191M 717k 266.50
2023-06-30 $205M 744k 275.18
2023-03-31 $189M 772k 244.33
2022-12-31 $146M 691k 210.41
2022-09-30 $146M 691k 210.41
2022-06-30 $156M 712k 218.70
2022-03-31 $188M 678k 277.63
2021-12-31 $203M 666k 305.59
2021-09-30 $182M 665k 274.05
2021-06-30 $177M 652k 271.48
2021-03-31 $155M 639k 243.04
2020-12-31 $153M 636k 241.14
2020-09-30 $137M 634k 216.89
2020-06-30 $130M 676k 191.95
2020-03-31 $103M 684k 150.65
2019-12-31 $126M 718k 175.92
2019-09-30 $115M 718k 159.63
2019-06-30 $124M 787k 157.34
2019-03-31 $115M 761k 151.36
2018-12-31 $93M 707k 130.91
2018-09-30 $115M 734k 155.98
2018-06-30 $104M 721k 143.80
2018-03-31 $96M 703k 136.09
2017-12-31 $101M 748k 134.68
2017-09-30 $95M 755k 125.06
2017-06-30 $86M 720k 119.02
2017-03-31 $87M 772k 113.04
2016-12-31 $73M 698k 104.90
2016-09-30 $77M 737k 103.99
2016-06-30 $59M 628k 93.11
2016-03-31 $64M 643k 99.46
2015-12-31 $64M 643k 99.46
2015-09-30 $59M 628k 93.11
2015-06-30 $61M 619k 98.42
2015-03-31 $59M 592k 98.92
2014-12-31 $55M 578k 95.61
2014-09-30 $53M 579k 91.63
2014-06-30 $52M 572k 90.93
2014-03-31 $47M 548k 86.54
2013-12-31 $54M 625k 85.95

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

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

View all funds holding iShares Russell 1000 Growth Index