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iShares Russell 1000 Index shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 47k 288.03

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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