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iShares Russell 1000 Index shares owned by Curio Wealth

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

Historical chart of Curio 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 Curio 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 Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $171k 453 378.20
2025-09-30 $128k 350 365.48

More positions owned by Curio Wealth

Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Dfa Int Core Equity Etf Etf (DFAI)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Us Small Cap Etf Etf (DFAS)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Avantis Us Small Cap Value Etf Etf (AVUV)
Dfa Core Fixed Income Etf Etf (DFCF)

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

View all funds holding iShares Russell 1000 Index