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iShares Russell 1000 Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 723 288.03

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Ea Series Trust Strive Enhanced (BUXX)
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View all positions for Holistic Planning

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