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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

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Quarterly reported holdings in iShares Russell 1000 Growth Index by Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
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)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

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

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

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

Goldman Sachs Group

Jpmorgan Chase & Co

UBS Group

Wells Fargo & Company

Pnc Financial Services

Raymond James & Associates

M^T Bank Corporation

Baird Financial

Tiaa Trust, National Association

Branch Banking & Trust Company

Commonwealth Equity Services

Royal Bank of Canada

Signature

Stifel Financial

View all funds holding iShares Russell 1000 Growth Index

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