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iShares Russell 1000 Index shares owned by United Advisor Group

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by United Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $245k 933 262.77

More positions owned by United Advisor Group

United Parcel Service (UPS)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Vanguard Europe Pacific ETF (VEA)
Commerce Bancshares (CBSH)
Procter & Gamble Company (PG)
Amazon (AMZN)
Fs Kkr Capital Corp (FSK)
Schwab U S Small Cap ETF (SCHA)
Wal-Mart Stores (WMT)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Etf Ser Solutions (JUCY)
Home Depot (HD)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)

View all positions for United Advisor Group

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