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iShares Russell 1000 Growth Index shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private 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 Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $254k 838 303.17
2023-09-30 $258k 950 271.48
2023-06-30 $311k 1.1k 275.18
2023-03-31 $276k 1.1k 244.33
2022-12-31 $242k 1.1k 214.24
2022-09-30 $238k 1.1k 210.62
2022-06-30 $247k 1.1k 218.58
2022-03-31 $314k 1.1k 277.88
2021-12-31 $345k 1.1k 305.31
2021-09-30 $310k 1.1k 274.34
2021-06-30 $307k 1.1k 271.68
2021-03-31 $275k 1.1k 243.36
2020-12-31 $272k 1.1k 240.71
2020-09-30 $245k 1.1k 216.81
2020-06-30 $217k 1.1k 192.04
2019-12-31 $224k 1.3k 175.69
2019-09-30 $209k 1.3k 163.92

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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
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