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iShares Russell 1000 Growth Index shares owned by Sunbeam Capital Management

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

Historical chart of Sunbeam Capital 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 Sunbeam Capital Management 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 Sunbeam Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 560 468.41
2025-06-30 $238k 560 424.58
2025-03-31 $202k 560 361.09
2024-12-31 $225k 560 401.58

More positions owned by Sunbeam Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Distillate Us (DSTL)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Meta Platforms Cl A (META)
Exxon Mobil Corporation (XOM)

View all positions for Sunbeam Capital Management

Top funds holding iShares Russell 1000 Growth Index

FMR
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Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
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M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Tiaa Trust, National Association

View all funds holding iShares Russell 1000 Growth Index