TRUE Private Wealth Advisors »

iShares Russell 1000 Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $847k 2.9k 288.03
2023-12-31 $965k 3.7k 262.26
2023-09-30 $865k 3.7k 234.91
2023-06-30 $897k 3.7k 243.74
2023-03-31 $829k 3.7k 225.23
2022-12-31 $1.1M 5.0k 210.52
2022-09-30 $1.2M 6.2k 197.31
2022-06-30 $1.3M 6.2k 207.73
2022-03-31 $1.5M 6.2k 236.88
2021-12-31 $1.6M 6.1k 264.31
2021-09-30 $1.5M 6.1k 241.64
2021-06-30 $1.7M 7.1k 242.02
2021-03-31 $2.0M 8.8k 223.83
2020-12-31 $2.6M 13k 211.79
2020-09-30 $2.3M 13k 187.12
2020-06-30 $2.1M 12k 171.68
2020-03-31 $2.0M 14k 141.53
2019-12-31 $2.7M 15k 178.37
2019-09-30 $2.6M 16k 164.54
2019-06-30 $2.5M 16k 162.73
2019-03-31 $2.0M 13k 157.24
2018-12-31 $2.0M 15k 138.66
2018-09-30 $2.2M 13k 162.45
2018-06-30 $2.0M 13k 151.96
2018-03-31 $2.1M 14k 146.83
2017-12-31 $2.0M 14k 148.60
2017-09-30 $1.9M 14k 139.81
2017-06-30 $1.9M 14k 135.21
2017-03-31 $1.8M 14k 130.84
2016-12-31 $1.8M 14k 126.84
2016-09-30 $1.6M 14k 118.43
2016-06-30 $1.5M 13k 116.84
2016-03-31 $925k 8.1k 114.04
2015-12-31 $856k 7.6k 113.26

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth 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