A. Montag and Associates »

iShares Russell 1000 Index shares owned by A. Montag and Associates

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in iShares Russell 1000 Index

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All positions including iShares Russell 1000 Index held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $28M 105k 262.26
2023-09-30 $24M 102k 235.90
2023-06-30 $25M 101k 243.74
2023-03-31 $23M 101k 225.23
2022-12-31 $22M 105k 210.52
2022-09-30 $21M 104k 197.33
2022-06-30 $22M 104k 207.76
2022-03-31 $17M 69k 250.07
2021-12-31 $19M 70k 264.42
2021-09-30 $17M 70k 241.71
2021-06-30 $17M 70k 242.09
2021-03-31 $17M 75k 223.83
2020-12-31 $17M 78k 211.83
2020-09-30 $15M 79k 187.15
2020-06-30 $14M 79k 171.68
2020-03-31 $12M 87k 141.53
2019-12-31 $16M 91k 178.42
2019-09-30 $15M 93k 164.54
2019-06-30 $15M 93k 162.79
2019-03-31 $15M 93k 157.31
2018-12-31 $14M 98k 138.69
2018-09-30 $11M 67k 161.71
2018-06-30 $10M 67k 151.98
2018-03-31 $9.8M 67k 146.86
2017-12-31 $9.9M 67k 148.62
2017-09-30 $9.3M 67k 139.88
2017-06-30 $9.0M 67k 135.26
2017-03-31 $8.7M 67k 131.25
2016-12-31 $9.0M 72k 124.47
2016-09-30 $8.7M 72k 120.46
2016-06-30 $8.5M 73k 116.89
2016-03-31 $8.3M 73k 114.08
2015-12-31 $8.3M 73k 113.31
2015-09-30 $7.9M 74k 107.05
2015-06-30 $8.6M 74k 116.04
2015-03-31 $8.5M 74k 115.85
2014-12-31 $8.5M 74k 114.63
2014-09-30 $8.3M 76k 109.87
2014-06-30 $8.3M 76k 110.11
2014-03-31 $7.9M 76k 104.77
2013-12-31 $7.8M 76k 103.17
2013-09-30 $7.1M 76k 94.17
2013-06-30 $6.8M 76k 89.93
2013-03-31 $6.6M 76k 87.21
2012-12-31 $6.0M 76k 79.14
2012-09-30 $6.0M 76k 79.47
2012-06-30 $5.8M 78k 75.21
2012-03-31 $6.1M 78k 77.96
2011-12-31 $5.4M 78k 69.37
2011-09-30 $4.9M 78k 62.55
2011-06-30 $5.7M 78k 73.89
2011-03-31 $5.8M 78k 73.87

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
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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