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iShares Russell 1000 Index shares owned by BMS Financial Advisors

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

Historical chart of BMS Financial 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 BMS Financial 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $358k 1.5k 243.74
2023-03-31 $303k 1.3k 225.23

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding iShares Russell 1000 Index

FMR
Envestnet Asset Management
BlackRock
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Northern Trust
Goldman Sachs Group
Pnc Financial Services
LPL Financial
Catalyst Capital Advisors
Millburn Ridgefield
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group

View all funds holding iShares Russell 1000 Index