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iShares Russell 1000 Index shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $935k 3.2k 288.03
2023-09-30 $901k 3.8k 234.91
2023-06-30 $923k 3.8k 243.74
2023-03-31 $862k 3.8k 225.23
2022-12-31 $3.9M 19k 210.52
2022-09-30 $869k 4.4k 197.28
2022-06-30 $751k 3.6k 207.63
2022-03-31 $276k 1.1k 249.77
2021-12-31 $1.9M 7.3k 264.50
2020-12-31 $619k 2.9k 211.77
2019-12-31 $1.6M 9.2k 178.40
2018-12-31 $6.4M 47k 138.70