Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Smallwood Wealth Investment Management »

iShares Russell 1000 Growth Index shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment 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 Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell 1000 Growth Index by Smallwood Wealth Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$70k	150	468.41
2025-06-30	$64k	150	424.58
2025-03-31	$54k	150	361.09

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)

Apple (AAPL)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Intercontinental Exchange (ICE)

Ea Series Trust Freedom 100 Em (FRDM)

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

Capital Group Dividend Value Shs Creation Uni (CGDV)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Wisdomtree Tr Intl Equity Fd (DWM)

New York Life Invts Active E Nyli Mackay Mun (MMIT)

Vanguard World Energy Etf (VDE)

Jpmorgan Chase Finl Cal Lkd 44 (AMJB)

Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding iShares Russell 1000 Growth Index

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z