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iShares Russell 1000 Index shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.0k 365.56
2025-06-30 $799k 2.4k 339.58
2025-03-31 $415k 1.4k 306.88
2024-12-31 $435k 1.4k 322.16

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Evolv Technologies Hldgs Class A Common Stock (EVLV)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Ishrs 10 Yr Invest Grade Bond Etf Uit Exchange Traded (IGLB)
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Uit Exchange Traded (IGSB)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Utilities Etf Uit Exchange Traded (VPU)
Ishares Iboxx High Yield Bond Etf Uit Exchange Traded (HYG)
Invesco Senior Loan Etf Uit Exchange Traded (BKLN)

View all positions for Mittelman 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
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