Carmel Capital Partners »

iShares Russell 1000 Index shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Carmel Capital Partners from 13F filings

Historical chart of Carmel Capital Partners investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 717 314.19
2024-06-30 $213k 717 297.35
2024-03-31 $206k 717 287.85
2023-03-31 $45k 200 225.23

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Palantir Technologies Cl A (PLTR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vaneck Etf Trust Preferred Securt (PFXF)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Lennar Corp CL B (LEN.B)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Oracle Corporation (ORCL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)

View all positions for Carmel Capital Partners

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