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iShares Russell 1000 Growth Index shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth Management 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 Efficient Wealth Management 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $62k 183 338.80
2023-12-31 $55k 183 300.55
2023-09-30 $48k 183 262.30
2023-06-30 $50k 183 273.22
2023-03-31 $39k 183 213.11
2022-12-31 $38k 183 207.65
2022-09-30 $39k 183 213.11
2022-06-30 $40k 183 218.58
2022-03-31 $51k 183 278.69
2021-12-31 $53k 174 304.60
2021-09-30 $48k 174 275.86
2021-06-30 $47k 174 270.11
2021-03-31 $53k 218 243.12
2020-12-31 $69k 288 239.58
2020-09-30 $62k 288 215.28
2020-06-30 $55k 288 190.97
2020-03-31 $43k 288 149.31

More positions owned by Efficient Wealth Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Efficient Wealth Management

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
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Baird Financial
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services
Royal Bank of Canada
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View all funds holding iShares Russell 1000 Growth Index