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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
2025-09-30 $811k 2.2k 365.48
2025-06-30 $746k 2.2k 339.65
2025-03-31 $675k 2.2k 306.76
2024-12-31 $728k 2.3k 322.14
2024-09-30 $665k 2.1k 314.40

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Flexible Debt Et
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

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