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iShares Russell 1000 Growth Index shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth 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 Wingate Wealth 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 595 473.33
2024-12-31 $103k 256 402.06

More positions owned by Wingate Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Us Aggbd Et (AGG)
Gmo Etf Trust Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

FMR
Jpmorgan Chase & Co
Goldman Sachs Group
Northern Trust
Envestnet Asset Management
UBS Group
Wells Fargo & Company
LPL Financial
Raymond James Financial
Pnc Financial Services
Baird Financial
M^T Bank Corporation
Branch Banking & Trust Company
Colony
Tiaa Trust, National Association

View all funds holding iShares Russell 1000 Growth Index