iShares Russell 1000 Index shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline 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 Sightline Wealth Advisors 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 Sightline Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.4M | 4.9k | 288.03 |
2023-12-31 | $1.3M | 4.9k | 262.24 |
2023-09-30 | $1.2M | 4.9k | 234.90 |
2023-06-30 | $1.1M | 4.9k | 225.24 |
2023-03-31 | $1.1M | 4.9k | 225.24 |
2022-12-31 | $1.0M | 4.9k | 210.54 |
2022-09-30 | $877k | 4.3k | 202.40 |
2022-06-30 | $896k | 4.3k | 206.79 |
2022-03-31 | $1.1M | 4.3k | 249.94 |
2021-12-31 | $1.3M | 4.9k | 265.71 |
2021-09-30 | $1.2M | 4.9k | 241.64 |
2021-06-30 | $1.2M | 4.9k | 242.05 |
2021-03-31 | $1.1M | 4.9k | 224.37 |
2020-12-31 | $1.1M | 5.1k | 211.76 |