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iShares Russell 1000 Index shares owned by Family Firm

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Family Firm from 13F filings

Historical chart of Family Firm investment in iShares Russell 1000 Index

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All positions including iShares Russell 1000 Index held by Family Firm consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 11k 288.03
2023-12-31 $3.0M 11k 262.26
2023-09-30 $2.7M 12k 234.92
2023-06-30 $2.8M 12k 243.75
2023-03-31 $2.6M 12k 225.22
2022-12-31 $2.4M 12k 210.53
2022-09-30 $2.3M 11k 197.34
2022-06-30 $3.2M 12k 264.43
2022-03-31 $3.2M 12k 264.43
2021-12-31 $3.2M 12k 264.43
2021-09-30 $3.1M 12k 255.05
2021-06-30 $2.9M 12k 242.11
2021-03-31 $2.7M 12k 223.86
2020-12-31 $2.6M 12k 213.64
2020-09-30 $1.7M 9.2k 187.15
2020-06-30 $2.1M 12k 171.68
2020-03-31 $1.7M 12k 141.53
2019-12-31 $3.1M 17k 178.41
2019-09-30 $3.8M 23k 163.40
2019-06-30 $3.7M 23k 161.54
2019-03-31 $3.6M 23k 155.90
2018-12-31 $3.1M 23k 136.86
2018-09-30 $3.5M 22k 160.56
2018-06-30 $3.3M 22k 150.37
2018-03-31 $2.6M 18k 146.86
2017-12-31 $2.8M 19k 148.59
2017-09-30 $2.7M 19k 139.88
2017-06-30 $2.6M 19k 135.29
2017-03-31 $1.5M 12k 131.26
2016-12-31 $1.5M 12k 124.49
2016-09-30 $1.6M 13k 120.49
2016-06-30 $1.5M 13k 116.92
2016-03-31 $1.5M 13k 114.04
2015-12-31 $1.5M 13k 113.32
2015-09-30 $1.4M 14k 107.04
2015-06-30 $1.5M 13k 116.05
2015-03-31 $1.5M 13k 115.86
2014-12-31 $1.5M 13k 114.62

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index