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iShares Russell 1000 Index shares owned by Adell, Harriman, & Carpenter

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Adell, Harriman, & Carpenter from 13F filings

Historical chart of Adell, Harriman, & Carpenter investment in iShares Russell 1000 Index

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All positions including iShares Russell 1000 Index held by Adell, Harriman, & Carpenter consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Adell, Harriman, & Carpenter

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 993 365.48
2025-06-30 $337k 993 339.57

More positions owned by Adell, Harriman, & Carpenter

Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Quanta Services (PWR)
Amazon (AMZN)
Palo Alto Networks (PANW)
Blackstone Group Inc Com Cl A (BX)
Abbvie (ABBV)
Visa (V)
Alphabet Inc Class A cs (GOOGL)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Kkr & Co (KKR)
Iron Mountain (IRM)

View all positions for Adell, Harriman, & Carpenter

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
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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