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iShares Russell 1000 Index shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in iShares Russell 1000 Index

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All positions including iShares Russell 1000 Index held by Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 11k 365.48
2025-06-30 $3.8M 11k 339.57
2025-03-31 $3.4M 11k 306.74
2024-12-31 $3.6M 11k 322.16
2024-09-30 $3.6M 11k 314.39
2024-06-30 $3.4M 12k 297.54
2024-03-31 $3.4M 12k 288.03
2023-12-31 $3.1M 12k 262.26
2023-09-30 $2.8M 12k 234.91
2023-06-30 $2.9M 12k 243.74
2023-03-31 $2.7M 12k 225.23
2022-12-31 $2.6M 13k 210.52
2022-09-30 $2.5M 13k 197.33
2022-06-30 $2.6M 13k 207.80
2022-03-31 $3.1M 13k 250.04
2021-12-31 $3.3M 13k 264.40
2021-09-30 $3.1M 13k 241.71
2021-06-30 $3.1M 13k 242.12
2021-03-31 $2.9M 13k 223.80
2020-12-31 $2.8M 13k 211.88
2020-09-30 $2.4M 13k 187.15
2020-06-30 $2.4M 14k 171.66
2020-03-31 $1.9M 14k 135.31
2019-12-31 $2.6M 15k 178.39
2019-09-30 $2.5M 15k 164.57
2019-06-30 $2.5M 15k 164.21
2019-03-31 $2.5M 16k 159.14
2018-12-31 $2.2M 16k 138.67
2018-09-30 $2.6M 16k 162.19
2018-06-30 $2.8M 18k 152.40
2018-03-31 $2.7M 18k 144.80
2017-12-31 $3.1M 20k 152.16
2017-09-30 $2.8M 20k 139.86
2017-06-30 $2.8M 20k 137.75
2017-03-31 $2.6M 20k 129.45
2016-12-31 $2.6M 21k 126.59
2016-09-30 $2.5M 21k 118.49
2016-06-30 $2.7M 22k 119.97
2016-03-31 $2.6M 22k 114.73
2015-12-31 $2.4M 23k 104.60
2015-09-30 $2.5M 23k 110.42
2015-06-30 $2.7M 23k 118.90
2015-03-31 $2.7M 23k 117.64
2014-12-31 $2.6M 24k 112.89
2014-09-30 $2.5M 24k 106.07
2014-06-30 $2.6M 24k 109.75
2014-03-31 $2.5M 24k 104.29
2013-12-31 $2.5M 24k 102.25
2013-09-30 $2.3M 24k 94.67
2013-06-30 $2.2M 24k 93.47
2012-09-30 $2.0M 25k 79.63
2012-06-30 $1.9M 26k 75.35
2012-03-31 $2.0M 26k 77.71
2011-09-30 $1.7M 27k 62.54
2011-06-30 $2.0M 27k 73.98
2011-03-31 $2.0M 27k 73.85

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

Top funds holding iShares Russell 1000 Index

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View all funds holding iShares Russell 1000 Index