USA Financial Portformulas »

iShares Russell 1000 Index shares owned by USA Financial Portformulas

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

Historical chart of USA Financial Portformulas investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by USA Financial Portformulas 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 USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-09-30 $709k 1.9k 365.48
2025-06-30 $786k 2.3k 339.57
2025-03-31 $855k 2.8k 306.74
2024-12-31 $979k 3.0k 322.16
2024-09-30 $1.0M 3.2k 314.39
2024-06-30 $1.1M 3.7k 297.54
2024-03-31 $1.2M 4.2k 288.03
2023-12-31 $1.1M 4.4k 262.26
2023-09-30 $387k 1.6k 234.91
2023-06-30 $466k 1.9k 243.74
2023-03-31 $560k 2.5k 225.23
2022-09-30 $2.0k 10 200.00
2022-06-30 $2.0k 10 200.00
2022-03-31 $3.0k 10 300.00
2021-12-31 $483k 1.8k 264.22
2021-09-30 $401k 1.7k 242.00
2021-06-30 $323k 1.3k 242.31
2021-03-31 $335k 1.5k 223.93
2020-12-31 $337k 1.6k 212.08
2020-09-30 $496k 2.7k 187.10
2020-06-30 $11k 62 177.42
2020-03-31 $9.0k 62 145.16
2019-12-31 $726k 4.1k 178.51
2019-09-30 $781k 4.7k 164.56
2019-06-30 $1.3M 8.0k 157.31
2019-03-31 $1.1M 7.2k 157.35
2018-12-31 $1.3M 7.9k 161.65
2018-09-30 $1.0M 6.7k 152.02
2018-06-30 $811k 5.5k 146.79
2018-03-31 $821k 5.6k 146.84
2017-12-31 $253k 1.7k 148.47

More positions owned by USA Financial Portformulas

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm Unit Ben Int (GSG)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Financials ETF U.s. Finls Etf (IYF)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)

View all positions for USA Financial Portformulas

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
Morgan Stanley
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index