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iShares Russell 1000 Index shares owned by Adams Wealth Management

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

Historical chart of Adams 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 Adams 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 Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 666 314.39
2024-06-30 $206k 692 297.54
2024-03-31 $205k 712 288.03

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Ishares Tr Conv Bd Etf (ICVT)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Italy Etf (EWI)
Ishares Tr Msci India Sm Cp (SMIN)
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)

View all positions for Adams Wealth Management

Top funds holding iShares Russell 1000 Index

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

View all funds holding iShares Russell 1000 Index