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iShares Russell 1000 Index shares owned by M3 Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 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 M3 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 M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 34k 373.44

More positions owned by M3 Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Chevron Corporation (CVX)
Verizon Communications (VZ)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)

View all positions for M3 Wealth Management

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

View all funds holding iShares Russell 1000 Index