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iShares Russell 1000 Index shares owned by Financial Plan

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

Historical chart of Financial Plan investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Financial Plan

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 523 409.50

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust St Str Backe Etf (SPMB)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixe In Etf (DFCF)

View all positions for Financial Plan

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