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iShares Russell 1000 Growth Index shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth 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 Tolleson Wealth 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 19k 303.14
2023-09-30 $5.3M 20k 266.50
2023-06-30 $5.7M 21k 275.19
2023-03-31 $5.2M 21k 244.35
2022-12-31 $4.5M 21k 214.26
2022-09-30 $4.5M 22k 210.41
2022-06-30 $4.8M 22k 218.71
2022-03-31 $6.0M 22k 277.61
2021-12-31 $6.9M 23k 305.58
2021-09-30 $6.7M 25k 274.06
2021-06-30 $6.7M 25k 271.48
2021-03-31 $6.0M 25k 243.04
2020-12-31 $5.9M 25k 241.14
2020-09-30 $5.3M 25k 216.88
2020-06-30 $6.2M 32k 191.96
2020-03-31 $4.8M 32k 150.65
2019-12-31 $5.6M 32k 175.92
2019-09-30 $5.1M 32k 159.62

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

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