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iShares Russell 1000 Growth Index shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus 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 Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 627 375.51
2024-06-30 $228k 626 364.68
2024-03-31 $211k 626 336.82

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Montz Harcus 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