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iShares Russell 1000 Index shares owned by Waddell & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 548 373.44

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Global X Fds Adaptive Us (AUSF)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Waddell & Associates

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
BlackRock
Colony
Wells Fargo & Company
Millburn Ridgefield
Catalyst Capital Advisors
Johnson Investment Counsel
Goldman Sachs Group
Northwestern Mutual Wealth Management Company

View all funds holding iShares Russell 1000 Index