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iShares Russell 1000 Index shares owned by 5T Wealth

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $964k 2.6k 365.48
2025-06-30 $791k 2.3k 339.57
2025-03-31 $294k 959 306.81
2024-12-31 $237k 735 322.16

More positions owned by 5T Wealth

Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index