iShares Russell 1000 Growth Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 6.2k | 375.38 |
| 2024-06-30 | $1.5M | 4.2k | 364.51 |
| 2024-03-31 | $1.4M | 4.2k | 337.05 |
| 2023-12-31 | $1.1M | 3.7k | 303.17 |
| 2023-09-30 | $1.0M | 3.9k | 265.99 |
| 2023-06-30 | $1.1M | 3.9k | 275.18 |
| 2023-03-31 | $943k | 3.9k | 244.33 |
| 2022-12-31 | $849k | 4.0k | 214.24 |
| 2022-09-30 | $858k | 4.1k | 210.45 |
| 2022-06-30 | $846k | 3.9k | 218.77 |
| 2022-03-31 | $1.1M | 4.1k | 277.55 |
| 2021-12-31 | $1.2M | 4.1k | 305.55 |
| 2021-09-30 | $1.1M | 4.0k | 273.92 |
| 2021-06-30 | $1.1M | 4.0k | 271.40 |
| 2021-03-31 | $982k | 4.0k | 242.95 |
| 2020-12-31 | $789k | 3.6k | 217.00 |
| 2020-09-30 | $789k | 3.6k | 217.00 |
| 2020-06-30 | $698k | 3.6k | 191.97 |
| 2020-03-31 | $544k | 3.6k | 150.78 |
| 2019-12-31 | $763k | 4.3k | 175.81 |
| 2019-09-30 | $879k | 5.5k | 159.70 |
| 2019-06-30 | $751k | 4.8k | 157.38 |
| 2019-03-31 | $548k | 3.6k | 151.26 |
| 2018-12-31 | $624k | 4.8k | 130.90 |
| 2018-09-30 | $813k | 5.2k | 155.99 |
| 2018-06-30 | $750k | 5.2k | 143.90 |
| 2018-03-31 | $713k | 5.2k | 136.12 |
| 2017-12-31 | $690k | 5.1k | 134.74 |
| 2017-09-30 | $640k | 5.1k | 125.05 |
| 2017-06-30 | $656k | 5.5k | 118.99 |
| 2017-03-31 | $627k | 5.5k | 113.73 |
| 2016-12-31 | $622k | 5.9k | 104.82 |
| 2016-09-30 | $717k | 6.9k | 104.14 |
| 2016-06-30 | $714k | 7.1k | 100.38 |
| 2016-03-31 | $710k | 7.1k | 99.82 |
| 2015-12-31 | $813k | 8.2k | 99.45 |
| 2015-09-30 | $658k | 7.1k | 92.95 |
| 2015-06-30 | $846k | 8.6k | 98.95 |
| 2015-03-31 | $839k | 8.5k | 98.92 |
| 2014-12-31 | $674k | 7.0k | 95.64 |
| 2014-09-30 | $645k | 7.0k | 91.65 |
| 2014-06-30 | $639k | 7.0k | 90.95 |
| 2014-03-31 | $590k | 6.8k | 86.48 |
| 2013-12-31 | $530k | 6.2k | 85.87 |
| 2013-09-30 | $483k | 6.2k | 78.26 |
| 2013-06-30 | $445k | 6.1k | 72.69 |
| 2013-03-31 | $433k | 6.1k | 71.41 |
| 2012-12-31 | $386k | 5.9k | 65.43 |
| 2012-09-30 | $379k | 5.7k | 66.67 |
| 2012-06-30 | $355k | 5.6k | 63.17 |
| 2012-03-31 | $129k | 2.1k | 60.85 |
| 2011-06-30 | $129k | 2.1k | 60.85 |
| 2010-12-31 | $91k | 1.6k | 57.05 |
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