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iShares Russell 1000 Index shares owned by Wealthgarden F.s

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Wealthgarden F.s from 13F filings

Historical chart of Wealthgarden F.s investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Wealthgarden F.s consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 683 368.39
2025-06-30 $237k 683 347.36
2025-03-31 $203k 663 306.74
2024-09-30 $254k 806 314.56

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Dynamic Eqty Act
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Wealthgarden F.s

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