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iShares Russell 1000 Index shares owned by MBL Wealth

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

Historical chart of MBL 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 MBL 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 782 314.19
2024-06-30 $235k 791 297.54
2022-06-30 $945k 4.6k 207.69
2021-03-31 $207k 925 223.78
2020-12-31 $217k 1.0k 211.50

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)

View all positions for MBL Wealth

Top funds holding iShares Russell 1000 Index

FMR
Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Northern Trust
Pnc Financial Services
LPL Financial
Goldman Sachs Group
BlackRock
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Bank Of Oklahoma National Association /

View all funds holding iShares Russell 1000 Index