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iShares Russell 1000 Index shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 633 373.44

More positions owned by SMART Wealth

NVIDIA Corporation (NVDA)
Tidal Trust Ii Nicholas Fixed (FIAX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Innovator Etfs Trust Innovator Us Eq (EALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
J P Morgan Exchange Traded Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Ft Vest Us (DJAN)

View all positions for SMART Wealth

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
BlackRock
Colony
Wells Fargo & Company
Millburn Ridgefield
Catalyst Capital Advisors
Johnson Investment Counsel
Goldman Sachs Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index