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iShares Russell 1000 Index shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $803k 2.0k 409.59
2026-03-31 $526k 1.5k 356.58
2025-12-31 $482k 1.3k 373.34
2025-09-30 $308k 843 365.26
2016-09-30 $31k 255 121.57
2016-06-30 $30k 255 117.65

More positions owned by Transamerica Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ge Vernova (GEV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Transamerica Financial Advisors

Top funds holding iShares Russell 1000 Index

FMR
Jones Financial Companies, L.L
Bank of America Corporation
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
BlackRock
Morgan Stanley
Colony
Catalyst Capital Advisors
Millburn Ridgefield
Jpmorgan Chase & Co
Wells Fargo & Company

View all funds holding iShares Russell 1000 Index