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iShares Russell 1000 Growth Index shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 4.4k 426.40
2025-09-30 $2.1M 4.4k 468.41
2025-06-30 $1.9M 4.4k 424.58
2025-03-31 $1.6M 4.4k 361.09
2024-12-31 $1.8M 4.4k 401.58

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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding iShares Russell 1000 Growth Index

Morgan Stanley
Bank of America Corporation
FMR
Goldman Sachs Group
Northern Trust
Envestnet Asset Management
UBS Group
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Dynasty Wealth Management
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company

View all funds holding iShares Russell 1000 Growth Index