Jacobson & Schmitt Advisors »

iShares Russell 1000 Index shares owned by Jacobson & Schmitt Advisors

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

Historical chart of Jacobson & Schmitt 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 Jacobson & Schmitt 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 Jacobson & Schmitt Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 727 365.48

More positions owned by Jacobson & Schmitt Advisors

Ishares Tr Core Total Usd (IUSB)
Amphenol Corp Cl A (APH)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)
Microsoft Corporation (MSFT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Mbs Etf (MBB)
Asml Holding N V N Y Registry Shs (ASML)
Danaher Corporation (DHR)
Elf Beauty (ELF)
Firstservice Corp (FSV)
Installed Bldg Prods (IBP)
Kinsale Cap Group (KNSL)
Charles Schwab Corporation (SCHW)
Costco Wholesale Corporation (COST)

View all positions for Jacobson & Schmitt Advisors

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