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iShares Russell 1000 Growth Index shares owned by ORBA Wealth Advisors

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

Historical chart of ORBA 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 ORBA 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 744 468.41

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core S&p500 Etf (IVV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for ORBA Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
FMR
Jpmorgan Chase & Co
Goldman Sachs Group
UBS Group
Northern Trust
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index