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iShares Russell 1000 Index shares owned by One Charles Private Wealth Services

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

Historical chart of One Charles Private Wealth 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 One Charles Private Wealth 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 848 314.39
2024-03-31 $244k 848 288.03
2023-12-31 $222k 848 262.26

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Acv Auctions Com Cl A (ACVA)
Texas Pacific Land Corp (TPL)
Listed Fd Tr Horizon Kinetics (INFL)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ark Etf Tr Innovation Etf (ARKK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for One Charles Private Wealth Services

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