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iShares Russell 1000 Index shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $780k 2.7k 288.00
2023-12-31 $530k 2.0k 261.34

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding iShares Russell 1000 Index

FMR
Envestnet Asset Management
BlackRock
Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
LPL Financial
Goldman Sachs Group
Catalyst Capital Advisors
Millburn Ridgefield
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Johnson Investment Counsel
Pathstone Holdings

View all funds holding iShares Russell 1000 Index