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iShares Russell 1000 Index shares owned by JPL Wealth Management

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

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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $598k 2.0k 297.54
2024-03-31 $579k 2.0k 288.03
2023-12-31 $276k 1.1k 262.26

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Thomson Reuters Corp. (TRI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Caterpillar (CAT)

View all positions for JPL Wealth Management

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