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iShares Russell 1000 Growth Index shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG 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 SFMG 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $536k 1.4k 375.38
2024-06-30 $295k 809 364.51
2024-03-31 $279k 827 337.05
2023-12-31 $204k 672 303.17
2022-12-31 $347k 1.6k 214.24
2021-12-31 $205k 672 305.06

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

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