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Monument Group Wealth Advisors »

iShares Russell 1000 Growth Index shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors 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 Monument Group Wealth Advisors 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 Monument Group Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$267k	570	469.14
2025-06-30	$242k	570	425.25
2025-03-31	$206k	570	361.66
2024-12-31	$212k	528	402.26

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional International Core Equity Market Etf Etf (DFAI)

Vanguard Total Stk Mkt Etf (VTI)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Dimensional Emerging Core Equity Market Etf Etf (DFAE)

Vanguard Value Etf Etf (VTV)

Vanguard Small-cap Etf Etf (VB)

Vanguard Ftse Emerging Markets Etf Etf (VWO)

Vanguard Small Cap Value Etf Etf (VBR)

Ishares Msci Eafe Small Cap Etf Etf (SCZ)

Dimensional Us Sustainability Core 1 Etf Etf (DFSU)

Apple Stock (AAPL)

Avantis U.s. Equity Etf Etf (AVUS)

Ishares Core S&p 500 Etf Etf (IVV)

Vanguard Short-term Treasury Etf Etf (VGSH)

View all positions for Monument Group Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Envestnet Asset Management

Wells Fargo & Company

LPL Financial

Raymond James Financial

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Baird Financial

M^T Bank Corporation

Branch Banking & Trust Company

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View all funds holding iShares Russell 1000 Growth Index

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