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iShares Russell 1000 Index shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial 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 Montgomery Financial 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2k 3 409.67

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Bank of America Corporation
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Colony
Millburn Ridgefield
BlackRock
Catalyst Capital Advisors
Jpmorgan Chase & Co
Wells Fargo & Company

View all funds holding iShares Russell 1000 Index