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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
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)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission 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