Twelve Points Wealth Management »

iShares Russell 1000 Index shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points Wealth 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 Twelve Points Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 916 288.10
2023-12-31 $463k 1.8k 262.23
2023-09-30 $259k 1.1k 234.86

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Asa Gold And Precious Mtls L SHS (ASA)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Gold Tr Ishares New (IAU)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Spdr Gold Tr Gold Shs (GLD)
Doubleline Opportunistic Cr (DBL)
Iron Mountain (IRM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Twelve Points Wealth Management

Top funds holding iShares Russell 1000 Index

Bank of America Corporation
M^T Bank Corporation
Pnc Financial Services
Goldman Sachs Group
Jpmorgan Chase & Co
Catalyst Capital Advisors
Millburn Ridgefield
Wells Fargo & Company
Johnson Investment Counsel
Pathstone Holdings
Bank Of Oklahoma National Association /
Daido Life Insurance
UBS Group
Captrust Financial Advisors
Mercer Global Advisors

View all funds holding iShares Russell 1000 Index