Independence Advisors »

iShares Russell 1000 Index shares owned by Independence Advisors

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

Historical chart of Independence 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 Independence Advisors 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $297k 1.6k 187.15
2020-06-30 $287k 1.7k 171.75
2020-03-31 $95k 674 140.95
2019-12-31 $120k 674 178.04

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

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