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iShares Russell 1000 Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $124k 341 364.96
2025-06-30 $120k 354 339.99
2025-03-31 $116k 354 326.65
2024-12-31 $46k 139 332.99

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
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Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding iShares Russell 1000 Index

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Catalyst Capital Advisors
Millburn Ridgefield
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View all funds holding iShares Russell 1000 Index