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iShares Russell 1000 Index shares owned by Stone Point Wealth

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

Historical chart of Stone Point 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 Stone Point 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 788 314.39
2024-06-30 $235k 788 297.54
2024-03-31 $227k 788 288.03
2023-12-31 $207k 788 262.26
2021-12-31 $208k 788 263.96

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pepsi (PEP)

View all positions for Stone Point Wealth

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