iShares Russell 1000 Index shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 105k | 288.03 |
| 2023-12-31 | $28M | 107k | 262.26 |
| 2023-09-30 | $26M | 110k | 234.91 |
| 2023-06-30 | $27M | 112k | 243.74 |
| 2023-03-31 | $25M | 113k | 225.23 |
| 2022-12-31 | $24M | 113k | 210.52 |
| 2022-09-30 | $22M | 114k | 197.33 |
| 2022-06-30 | $24M | 117k | 207.76 |
| 2022-03-31 | $26M | 102k | 250.07 |
| 2021-12-31 | $27M | 101k | 264.43 |