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iShares Russell 1000 Index shares owned by LWM Advisory Services

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $665k 2.1k 314.40

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Global X Fds Us Infr Dev Etf (PAVE)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Yld Optim Bd (BYLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for LWM Advisory Services

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