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iShares Russell 1000 Index shares owned by Bay Harbor Wealth Management

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

Historical chart of Bay Harbor 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 Bay Harbor 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $102k 278 365.48
2025-06-30 $98k 287 339.57
2019-09-30 $42k 257 163.42
2019-06-30 $38k 235 161.70
2019-03-31 $45k 288 156.25
2018-12-31 $54k 388 139.18

More positions owned by Bay Harbor Wealth Management

Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Ishares S&p 100 Etf Exchange Traded Fund (OEF)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)

View all positions for Bay Harbor 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