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iShares Russell 1000 Index shares owned by Gray Private Wealth

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

Historical chart of Gray Private Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 89k 314.39
2024-06-30 $27M 90k 297.54
2024-03-31 $26M 90k 288.03

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray Private Wealth

Top funds holding iShares Russell 1000 Index

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

View all funds holding iShares Russell 1000 Index