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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

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