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iShares Russell 1000 Growth Index shares owned by LM Advisors

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

Historical chart of LM 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 LM Advisors 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 3.0k 468.51
2025-06-30 $974k 2.3k 424.59
2025-03-31 $828k 2.3k 360.94
2024-12-31 $735k 1.8k 401.42
2024-09-30 $687k 1.8k 375.20
2024-03-31 $617k 1.8k 336.97
2023-12-31 $555k 1.8k 303.17

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)
Meta Platforms Inc Cl A Cl A (META)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM 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