iShares Russell 1000 Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 11k | 288.06 |
| 2023-09-30 | $733k | 3.1k | 234.98 |
| 2023-06-30 | $1.6M | 6.7k | 243.77 |
| 2023-03-31 | $4.2M | 18k | 225.23 |
| 2022-12-31 | $528k | 2.5k | 210.53 |
| 2022-09-30 | $488k | 2.5k | 197.17 |
| 2022-06-30 | $553k | 2.7k | 207.58 |
| 2022-03-31 | $289k | 1.2k | 250.22 |
| 2021-12-31 | $265k | 1.0k | 264.47 |
| 2021-09-30 | $205k | 850 | 241.18 |
| 2021-06-30 | $218k | 901 | 241.95 |
| 2021-03-31 | $182k | 813 | 223.86 |
| 2020-12-31 | $164k | 773 | 212.16 |
| 2020-09-30 | $139k | 981 | 141.69 |
| 2020-06-30 | $168k | 981 | 171.25 |
| 2020-03-31 | $139k | 981 | 141.69 |
| 2019-12-31 | $175k | 980 | 178.57 |
| 2019-09-30 | $161k | 979 | 164.45 |
| 2019-06-30 | $176k | 1.1k | 163.11 |
More positions owned by Belpointe Asset Management
View all positions for Belpointe Asset Management