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iShares Russell 1000 Index shares owned by Formulate Financial

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

Historical chart of Formulate Financial investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Formulate Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 25k 365.48

More positions owned by Formulate Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)

View all positions for Formulate Financial

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index