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iShares Russell 1000 Index shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $402k 1.5k 262.26
2023-09-30 $360k 1.5k 234.91
2023-06-30 $404k 1.7k 243.74
2023-03-31 $373k 1.7k 225.23
2022-12-31 $393k 1.9k 210.52
2022-09-30 $742k 3.8k 197.24
2022-06-30 $423k 2.0k 207.76
2022-03-31 $295k 1.2k 250.21
2021-12-31 $327k 1.2k 264.56
2021-09-30 $360k 1.5k 241.94
2021-06-30 $186k 768 242.19
2021-03-31 $172k 768 223.96
2020-12-31 $556k 2.6k 211.81
2020-09-30 $475k 2.5k 187.08
2020-06-30 $417k 2.4k 171.53
2020-03-31 $330k 2.3k 141.63
2019-12-31 $416k 2.3k 178.54
2019-09-30 $4.3M 26k 164.56
2019-06-30 $4.3M 26k 162.79
2019-03-31 $4.2M 27k 157.30
2018-12-31 $3.8M 28k 138.70
2018-09-30 $5.2M 32k 161.72
2018-06-30 $5.4M 36k 151.98
2018-03-31 $2.2M 15k 146.89
2017-12-31 $3.7M 25k 148.62
2017-09-30 $3.4M 24k 139.89
2017-06-30 $2.3M 17k 135.29
2017-03-31 $2.2M 17k 131.25
2016-12-31 $2.5M 20k 124.48
2016-09-30 $1.8M 15k 120.49
2016-06-30 $14k 124 112.90
2016-03-31 $14k 124 112.90
2015-12-31 $43k 381 112.86
2015-09-30 $13k 124 104.84
2015-06-30 $14k 124 112.90
2015-03-31 $14k 124 112.90
2014-12-31 $14k 124 112.90
2014-09-30 $14k 124 112.90
2014-06-30 $14k 124 112.90
2014-03-31 $13k 124 104.84
2012-03-31 $5.0k 60 83.33
2011-12-31 $4.0k 60 66.67

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

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