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iShares Russell 1000 Index shares owned by Change Path

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 7.4k 262.27
2023-09-30 $254k 1.1k 234.97
2023-06-30 $291k 1.2k 243.31
2023-03-31 $249k 1.1k 224.93
2020-06-30 $282k 1.6k 171.64

More positions owned by Change Path

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index