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iShares Russell 1000 Index shares owned by Wade Financial Advisory

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

Historical chart of Wade Financial Advisory investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 920 314.39
2024-06-30 $274k 920 297.54
2024-03-31 $265k 920 288.03
2023-12-31 $241k 920 262.26
2023-06-30 $224k 920 243.74

More positions owned by Wade Financial Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emerg Mrkt (EEMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Wade Financial Advisory

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
Envestnet Asset Management
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Northern Trust
Pnc Financial Services
Goldman Sachs Group
LPL Financial
BlackRock
BlackRock
Millburn Ridgefield
Catalyst Capital Advisors
Wells Fargo & Company
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index