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iShares Russell 1000 Index shares owned by Calton & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 823 314.63
2017-12-31 $24k 153 156.86

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

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