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iShares Russell 1000 Growth Index shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 67k 337.05
2023-12-31 $18M 58k 303.17
2023-09-30 $10M 38k 265.99
2023-06-30 $856k 3.1k 275.17

More positions owned by Capital Advisors Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for Capital Advisors 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
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index