iShares Russell 1000 Index shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Meridian Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $320k | 1.1k | 288.08 |
2023-09-30 | $261k | 1.1k | 234.95 |
2023-06-30 | $232k | 950 | 243.79 |
2023-03-31 | $214k | 950 | 225.28 |
2022-12-31 | $237k | 1.1k | 210.56 |
2022-09-30 | $222k | 1.1k | 197.33 |
2022-06-30 | $234k | 1.1k | 208.00 |
2022-03-31 | $238k | 950 | 250.53 |
2021-12-31 | $251k | 950 | 264.21 |
2021-09-30 | $230k | 950 | 242.11 |
2021-06-30 | $230k | 950 | 242.11 |
2021-03-31 | $213k | 950 | 224.21 |
2020-12-31 | $201k | 950 | 211.58 |
2020-09-30 | $178k | 950 | 187.37 |
2020-06-30 | $163k | 950 | 171.58 |
2020-03-31 | $142k | 1.0k | 142.00 |
2019-12-31 | $178k | 1.0k | 178.00 |