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iShares Russell 1000 Growth Index shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 837 303.17
2023-09-30 $223k 837 265.99
2023-06-30 $236k 857 275.18
2023-03-31 $205k 837 244.33
2022-06-30 $216k 988 218.62
2021-12-31 $351k 1.1k 305.75
2021-03-31 $274k 988 277.33

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Global X Fds Us Pfd Etf (PFFD)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
McDonald's Corporation (MCD)

View all positions for Collaborative Wealth Managment

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
Stifel Financial
Churchill Management Corp.

View all funds holding iShares Russell 1000 Growth Index