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iShares Russell 1000 Index shares owned by Arq Wealth Advisors

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

Historical chart of Arq 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 Arq 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $436k 1.4k 309.06
2024-06-30 $420k 1.4k 297.54
2024-03-31 $398k 1.4k 288.03

More positions owned by Arq Wealth Advisors

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Arq Wealth Advisors

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