Ownership history in SIMON QUICK ADVISORS, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in iShares Russell 1000 Growth ET (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 249,401 | -5,875 | -2.3% | 5.15% | $118.0M | $472.88 |
| 2025 Q3 | ADDED | 255,276 | +379 | +0.1% | 5.41% | $119.6M | $467.53 |
| 2025 Q2 | ADDED | 254,897 | +6,081 | +2.4% | 4.36% | $108.2M | $423.39 |
| 2025 Q1 | REDUCED | 248,816 | -7,858 | -3.1% | 5.11% | $89.8M | $359.72 |
| 2024 Q4 | REDUCED | 256,674 | -2,059 | -0.8% | 6.17% | $103.1M | $399.63 |
| 2024 Q3 | REDUCED | 258,733 | -774 | -0.3% | 6.14% | $97.1M | $373.18 |
| 2024 Q2 | REDUCED | 259,507 | -2,322 | -0.9% | 6.68% | $94.6M | $361.83 |
| 2024 Q1 | ADDED | 261,829 | +28,292 | +12.1% | 6.61% | $88.2M | $334.19 |
| 2023 Q4 | REDUCED | 233,537 | -3,792 | -1.6% | 6.26% | $70.8M | $300.20 |
| 2023 Q3 | REDUCED | 237,329 | -16,628 | -6.5% | 5.95% | $63.1M | $262.86 |
As of 2025 Q4 — sorted by position size