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iShares Russell 1000 Index shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $545k 1.5k 373.44

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core 60/40 Balan (AOR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Cr Etf (DGCB)

View all positions for Cogent Private Wealth

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
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel
Goldman Sachs Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index