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iShares Russell 1000 Index shares owned by Affinity Wealth Management

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

Historical chart of Affinity 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 Affinity 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 Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 665 365.48
2025-06-30 $226k 665 339.57
2025-03-31 $204k 665 306.74
2024-12-31 $214k 665 322.16
2024-09-30 $209k 665 314.39

More positions owned by Affinity Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U S Equity Factr (LRGF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Spdr Series Trust Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Microsoft Corporation (MSFT)

View all positions for Affinity Wealth Management

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