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iShares Russell 1000 Index shares owned by Generation Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Generation Capital Management from 13F filings

Historical chart of Generation Capital 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 Generation Capital 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 Generation Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $435k 1.2k 365.48
2025-06-30 $404k 1.2k 339.57

More positions owned by Generation Capital Management

RBB Us Treas 3 Mnth (TBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg Invt (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Netflix (NFLX)

View all positions for Generation Capital Management

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