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iShares Russell 1000 Index shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 520 409.50
2024-03-31 $150k 520 288.03

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Invesco Qqq Trust Series I Etf (QQQ)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Schwab Us Dividend Equity Etf Etf (SCHD)
Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

Top funds holding iShares Russell 1000 Index

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

View all funds holding iShares Russell 1000 Index