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iShares Russell 1000 Index shares owned by Livet Wealth

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

Historical chart of Livet Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Livet Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 5.1k 356.56

More positions owned by Livet Wealth

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Cloudflare Cl A Com (NET)
Spdr Series Trust State Street Spd (SLYV)

View all positions for Livet Wealth

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
BlackRock
Colony
Millburn Ridgefield
Wells Fargo & Company
Catalyst Capital Advisors
Johnson Investment Counsel
Goldman Sachs Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index