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iShares Russell 1000 Growth Index shares owned by Merriman Wealth Management

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

Historical chart of Merriman Wealth Management 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 Merriman Wealth Management 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 8.1k 266.23
2023-06-30 $2.3M 8.2k 275.17
2023-03-31 $1.2M 4.7k 244.32
2022-12-31 $972k 4.5k 214.26
2022-09-30 $708k 3.4k 210.46
2022-06-30 $766k 3.5k 218.54
2022-03-31 $981k 3.5k 277.51
2021-12-31 $1.2M 3.9k 305.63
2021-09-30 $1.5M 5.5k 274.12
2021-06-30 $1.5M 5.5k 271.43
2021-03-31 $5.5M 23k 243.03
2020-12-31 $6.4M 27k 241.15
2020-09-30 $7.5M 34k 216.88
2020-06-30 $6.6M 34k 191.95
2020-03-31 $3.0M 20k 150.67
2019-12-31 $2.9M 17k 175.91
2019-09-30 $4.5M 28k 159.62
2019-06-30 $44M 28k 1592.99
2019-03-31 $2.2M 15k 151.36
2018-12-31 $731k 5.5k 131.78
2018-09-30 $1.1M 7.4k 156.03
2018-06-30 $1.1M 7.4k 143.81
2018-03-31 $1.4M 11k 136.14
2017-12-31 $1.4M 10k 134.65
2017-09-30 $1.5M 12k 125.05
2017-06-30 $688k 5.8k 119.03
2017-03-31 $414k 3.6k 113.86
2016-12-31 $417k 4.0k 104.98
2016-09-30 $433k 4.2k 104.11
2016-06-30 $427k 4.3k 100.26

More positions owned by Merriman Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Shrt Nat Mun Etf (SUB)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Merriman Wealth Management

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index