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iShares Russell 1000 Growth Index shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $380k 1.0k 375.31
2024-06-30 $380k 1.0k 364.51
2024-03-31 $384k 1.1k 337.05
2023-12-31 $346k 1.1k 303.17
2023-09-30 $303k 1.1k 265.99

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Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
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Pnc Financial Services
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Raymond James & Associates
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Tiaa Trust, National Association

View all funds holding iShares Russell 1000 Growth Index