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iShares Russell 1000 Index shares owned by Melfa Wealth Management

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

Historical chart of Melfa 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 Melfa 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 Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 800 322.16
2024-09-30 $252k 800 314.39
2024-06-30 $238k 800 297.54
2024-03-31 $230k 800 288.03

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Insured Fund (MYI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Blackrock Muniyield Quality Fund (MQY)

View all positions for Melfa Wealth Management

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
Millennium Management
Pnc Financial Services
LPL Financial
Morgan Stanley
BlackRock
Goldman Sachs Group
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company

View all funds holding iShares Russell 1000 Index