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iShares Russell 1000 Index shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot 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 Penobscot 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $414k 1.3k 314.35
2024-06-30 $232k 765 303.27
2024-03-31 $221k 769 287.39

More positions owned by Penobscot Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Global Core Plus (DFGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard World Health Car Etf (VHT)
Ishares Tr Us Consm Staples (IYK)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Financials Etf (VFH)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Penobscot Wealth Management

Top funds holding iShares Russell 1000 Index

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

View all funds holding iShares Russell 1000 Index