Geometric Wealth Advisors »

iShares Russell 1000 Growth Index shares owned by Geometric Wealth Advisors

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

Historical chart of Geometric Wealth Advisors 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 Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Growth Index by Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 678 468.41
2025-06-30 $239k 562 424.58

More positions owned by Geometric Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Global Real Est (DFGR)
Carvana Cl A (CVNA)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Geometric Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
FMR
Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Northern Trust
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index