iShares Russell 1000 Growth Index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $249k | 739 | 337.20 |
| 2023-12-31 | $935 | 3 | 311.67 |
| 2023-09-30 | $141k | 529 | 265.88 |
| 2023-06-30 | $76k | 276 | 274.74 |
| 2023-03-31 | $56k | 230 | 244.27 |
| 2022-12-31 | $59k | 276 | 214.58 |
| 2022-06-30 | $18k | 82 | 219.51 |
| 2022-03-31 | $9.0k | 32 | 281.25 |
| 2021-12-31 | $43k | 141 | 304.96 |
| 2021-09-30 | $5.0k | 20 | 250.00 |
| 2021-06-30 | $11k | 40 | 275.00 |
| 2021-03-31 | $71k | 291 | 243.99 |
| 2020-12-31 | $169k | 700 | 241.43 |
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