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iShares Russell 1000 Index shares owned by Alta Wealth Advisors

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

Historical chart of Alta Wealth Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $665k 1.8k 365.47
2025-06-30 $641k 1.9k 339.51
2025-03-31 $231k 752 306.56
2024-12-31 $203k 631 322.31

More positions owned by Alta Wealth Advisors

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Sophia Genetics Sa Ordinary Shares (SOPH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Val Etf (IWD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)

View all positions for Alta Wealth Advisors

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