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iShares Russell 1000 Growth Index shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning 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 Beacon Financial Planning 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 Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $276k 646 426.54

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
Bank of America Corporation
FMR
Goldman Sachs Group
Northern Trust
Envestnet Asset Management
UBS Group
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Dynasty Wealth Management
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Growth Index