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iShares Russell 1000 Growth Index shares owned by CJM Wealth Advisers

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

Historical chart of CJM Wealth Advisers 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 CJM Wealth Advisers 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 CJM Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 18k 337.06
2023-12-31 $5.2M 17k 303.18
2023-09-30 $4.5M 17k 266.00
2023-06-30 $4.5M 17k 275.19
2023-03-31 $3.2M 13k 244.34
2022-12-31 $2.8M 13k 214.24
2022-09-30 $4.3M 20k 210.40
2022-06-30 $4.9M 23k 218.70
2022-03-31 $8.3M 30k 277.63
2021-12-31 $10M 33k 305.59

More positions owned by CJM Wealth Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)

View all positions for CJM Wealth Advisers

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
FMR
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Ameriprise Financial
Northern Trust
Wells Fargo & Company
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Baird Financial

View all funds holding iShares Russell 1000 Growth Index