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iShares Russell 1000 Index shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian Wealth Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 940 288.03
2023-12-31 $247k 940 263.17
2023-09-30 $221k 940 234.91
2023-06-30 $229k 940 243.74
2023-03-31 $212k 940 225.23

More positions owned by Etesian Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Costco Wholesale Corporation (COST)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amazon (AMZN)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Etesian Wealth Advisors

Top funds holding iShares Russell 1000 Index

FMR
Envestnet Asset Management
BlackRock
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Northern Trust
Goldman Sachs Group
Pnc Financial Services
LPL Financial
Catalyst Capital Advisors
Millburn Ridgefield
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group

View all funds holding iShares Russell 1000 Index