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

Tanglewood Legacy Advisors »

iShares Russell 1000 Growth Index shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.4M	17k	375.37
2024-06-30	$6.2M	17k	364.50
2024-03-31	$5.5M	16k	337.06
2023-12-31	$4.9M	16k	303.16
2023-09-30	$4.3M	16k	265.99
2023-06-30	$4.5M	16k	275.18
2023-03-31	$4.3M	17k	244.33
2022-12-31	$3.7M	18k	214.24

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Pgim Aaa MF Closed and MF Open (PAAA)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

First Trust MF Closed and MF Open (DAPR)

Apple Common Stock (AAPL)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy 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

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