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iShares Russell 1000 Index shares owned by Charter Trust

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 822 288.03
2023-12-31 $216k 822 262.26
2023-06-30 $200k 822 243.74

More positions owned by Charter Trust

Select Sector Spdr Technology (XLK)
Eli Lilly & Co. (LLY)
iShares ETFs/USA Core Us Aggbd Et (AGG)
Ishares Core S&p500 Etf (IVV)
Apple (AAPL)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Novo Holdings A/S Adr (NVO)
Costco Wholesale Corporation (COST)
iShares ETFs/USA Core S&p Mcp Etf (IJH)
Select Sector Spdr Sbi Cons Discr (XLY)
iShares ETFs/USA Core S&p Scp Etf (IJR)
Select Sector Spdr Sbi Healthcare (XLV)
Vanguard ETF/USA Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)

View all positions for Charter Trust

Top funds holding iShares Russell 1000 Index

FMR
Envestnet Asset Management
BlackRock
Bank of America Corporation
M^T Bank Corporation
Morgan Stanley
Northern Trust
Goldman Sachs Group
Pnc Financial Services
LPL Financial
Catalyst Capital Advisors
Millburn Ridgefield
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group

View all funds holding iShares Russell 1000 Index