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iShares Russell 1000 Index shares owned by Advisor

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

Historical chart of Advisor investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Advisor

Quarter filed Position value Share count Share price at filing
2019-12-31 $11M 61k 178.48
2019-09-30 $10M 62k 164.60
2019-06-30 $11M 67k 162.82
2019-03-31 $10M 65k 157.34
2018-12-31 $9.7M 70k 138.72
2018-09-30 $6.8M 42k 161.65
2018-06-30 $4.6M 30k 152.05
2018-03-31 $4.7M 32k 146.83
2017-12-31 $4.5M 30k 148.60
2017-09-30 $4.1M 29k 139.94
2017-06-30 $3.6M 27k 135.24
2017-03-31 $3.6M 27k 131.21
2016-12-31 $2.8M 23k 124.46
2016-09-30 $2.6M 21k 120.45
2016-06-30 $2.3M 20k 116.80