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iShares Russell 1000 Index shares owned by Guardian Asset Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Guardian Asset Advisors from 13F filings

Historical chart of Guardian Asset Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $357k 1.1k 313.80
2024-06-30 $338k 1.1k 297.68
2024-03-31 $319k 1.1k 288.16
2023-12-31 $297k 1.1k 262.26

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Eli Lilly & Co. (LLY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Wal-Mart Stores (WMT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Guardian Asset Advisors

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