Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares Russell 1000 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 5.1k 262.28
2023-09-30 $1.3M 5.5k 234.91
2023-06-30 $1.4M 5.6k 243.74
2023-03-31 $1.3M 5.6k 225.23
2022-12-31 $1.2M 5.9k 210.52
2022-09-30 $1.2M 5.9k 197.25
2022-06-30 $1.3M 6.3k 207.81
2022-03-31 $1.6M 6.5k 250.12
2021-12-31 $1.7M 6.5k 264.39
2021-09-30 $1.6M 6.7k 241.65
2021-06-30 $1.5M 6.3k 242.03
2021-03-31 $1.4M 6.3k 223.90
2020-12-31 $1.3M 6.3k 211.84
2020-09-30 $1.2M 6.5k 187.22
2020-06-30 $1.1M 6.7k 171.74
2020-03-31 $970k 6.9k 141.50
2019-12-31 $1.4M 7.6k 178.49
2019-09-30 $1.3M 7.7k 164.61
2019-06-30 $898k 5.5k 162.71
2019-03-31 $868k 5.5k 157.27
2018-12-31 $765k 5.5k 138.61
2018-09-30 $569k 3.5k 161.69
2018-06-30 $307k 2.0k 152.06
2018-03-31 $297k 2.0k 147.10
2017-12-31 $300k 2.0k 148.59

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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