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iShares Russell 1000 Growth Index shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $28k 66 426.39
2023-03-31 $16k 66 242.42
2022-12-31 $14k 66 212.12
2022-09-30 $14k 66 212.12
2022-06-30 $14k 66 212.12
2022-03-31 $18k 66 272.73
2021-12-31 $20k 66 303.03
2021-09-30 $18k 66 272.73
2021-06-30 $18k 66 272.73
2021-03-31 $16k 66 242.42
2020-12-31 $16k 66 242.42
2020-09-30 $14k 66 212.12
2020-06-30 $13k 66 196.97
2020-03-31 $10k 66 151.52
2019-12-31 $12k 66 181.82
2019-09-30 $11k 66 166.67
2019-06-30 $10k 66 151.52
2019-03-31 $10k 66 151.52
2018-12-31 $9.0k 66 136.36

More positions owned by MBM Wealth Consultants

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for MBM Wealth Consultants

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
Bank of America Corporation
FMR
Goldman Sachs Group
Northern Trust
Envestnet Asset Management
UBS Group
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Dynasty Wealth Management
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Growth Index