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iShares Russell 1000 Growth Index shares owned by Mission Wealth Management

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $40M 107k 375.38
2024-06-30 $40M 109k 364.51
2024-03-31 $38M 114k 337.05
2023-12-31 $35M 114k 303.17
2023-09-30 $30M 114k 266.00
2023-06-30 $32M 115k 275.18
2023-03-31 $30M 121k 244.33
2022-12-31 $27M 126k 214.24
2022-09-30 $15M 69k 210.40
2022-06-30 $12M 54k 218.70
2022-03-31 $10M 37k 277.64
2021-12-31 $6.3M 21k 305.58
2021-09-30 $5.5M 20k 274.03
2021-06-30 $5.4M 20k 271.48
2021-03-31 $4.9M 20k 243.05
2020-12-31 $4.8M 20k 241.13
2020-09-30 $4.3M 20k 216.87
2020-06-30 $3.9M 20k 191.93
2020-03-31 $3.3M 22k 150.66
2019-12-31 $3.8M 22k 175.90
2019-09-30 $3.4M 22k 159.65
2019-06-30 $3.1M 20k 157.33
2019-03-31 $2.6M 17k 151.38
2018-12-31 $2.3M 18k 130.94
2018-09-30 $3.2M 20k 155.96
2018-06-30 $2.8M 20k 143.80
2018-03-31 $2.5M 19k 136.08
2017-12-31 $2.7M 20k 134.70
2017-09-30 $2.5M 20k 125.05
2017-06-30 $2.4M 20k 119.04
2017-03-31 $2.2M 19k 113.82
2016-12-31 $2.1M 20k 104.88
2016-09-30 $2.1M 20k 104.17
2016-06-30 $2.0M 20k 100.34
2016-03-31 $2.1M 21k 99.80
2015-12-31 $2.1M 21k 99.47
2015-09-30 $2.0M 22k 93.00
2015-06-30 $2.2M 22k 98.92

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

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