Donalies Financial Planning »

iShares Russell 1000 Index shares owned by Donalies Financial Planning

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Donalies Financial Planning from 13F filings

Historical chart of Donalies Financial Planning investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Donalies Financial Planning 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 Donalies Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 500 409.50

More positions owned by Donalies Financial Planning

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust International (DFSI)
Apple (AAPL)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)

View all positions for Donalies Financial Planning

Top funds holding iShares Russell 1000 Index

FMR
Jones Financial Companies, L.L
Bank of America Corporation
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
BlackRock
Morgan Stanley
Colony
Catalyst Capital Advisors
Millburn Ridgefield
Jpmorgan Chase & Co
Wells Fargo & Company

View all funds holding iShares Russell 1000 Index