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iShares Russell 1000 Index shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth 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 Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $764k 2.7k 288.03
2023-12-31 $6.1M 23k 262.26

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

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