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iShares Russell 1000 Growth Index shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 1.0k 375.38
2024-06-30 $243k 720 337.05
2024-03-31 $243k 720 337.05

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index