Global Wealth Management »

iShares Russell 1000 Index shares owned by Global Wealth Management

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

Historical chart of Global 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 Global Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by Global Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $592k 1.8k 322.23
2024-09-30 $576k 1.8k 314.33

More positions owned by Global Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Inf Tech Etf (VGT)
Johnson & Johnson (JNJ)
Ishares Tr Rus 1000 Val Etf (IWD)
Amazon (AMZN)

View all positions for Global Wealth Management

Top funds holding iShares Russell 1000 Index

FMR
Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Northern Trust
Pnc Financial Services
LPL Financial
Goldman Sachs Group
BlackRock
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Bank Of Oklahoma National Association /

View all funds holding iShares Russell 1000 Index