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iShares Russell 1000 Growth Index shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 25k 337.04
2023-12-31 $8.5M 28k 303.17
2023-09-30 $8.2M 31k 265.99
2023-06-30 $5.6M 21k 275.18
2023-03-31 $3.3M 14k 244.33
2022-12-31 $21M 98k 214.24
2022-09-30 $18M 87k 210.40
2022-06-30 $30M 136k 218.70
2022-03-31 $15M 55k 277.64
2021-12-31 $9.6M 31k 305.60
2021-09-30 $6.3M 23k 274.02
2021-06-30 $3.7M 14k 271.49
2021-03-31 $2.1M 8.6k 243.02
2020-12-31 $6.7M 28k 241.14
2020-09-30 $4.1M 19k 216.87
2020-06-30 $1.9M 9.9k 191.99
2019-12-31 $1.2M 6.9k 175.88
2019-09-30 $1.5M 9.5k 159.61
2019-06-30 $61k 12k 5.05
2019-03-31 $1.2M 7.9k 151.34
2018-12-31 $1.8M 14k 130.94
2018-09-30 $1.3M 8.2k 155.97
2018-06-30 $1.8M 12k 143.82
2018-03-31 $2.4M 17k 136.09
2017-12-31 $3.8M 28k 134.68
2017-09-30 $5.2M 41k 125.05
2017-06-30 $7.5M 63k 119.02
2017-03-31 $5.8M 51k 113.81
2016-12-31 $2.8M 26k 104.88
2016-09-30 $1.8M 17k 104.19
2016-06-30 $2.0M 20k 101.46
2016-03-31 $2.5M 25k 99.79
2015-12-31 $2.2M 23k 93.50
2015-09-30 $13k 1.2k 10.75
2015-06-30 $1.3M 13k 99.04
2015-03-31 $1.0M 11k 98.97
2014-12-31 $3.3M 35k 95.61
2014-09-30 $4.4M 48k 91.62
2014-06-30 $4.7M 52k 90.93
2014-03-31 $4.2M 49k 86.55
2013-12-31 $3.8M 44k 85.95
2013-09-30 $3.3M 42k 78.19

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Unified Ser Tr Oneascent Large (OALC)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)

View all positions for Atria Investments

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Ameriprise Financial
Northern Trust
Wells Fargo & Company
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Baird Financial

View all funds holding iShares Russell 1000 Growth Index