iShares Russell 1000 Index shares owned by True North Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $226k | 785 | 288.03 |
| 2023-12-31 | $206k | 785 | 262.26 |
| 2023-03-31 | $343k | 1.5k | 225.23 |
| 2022-03-31 | $219k | 876 | 250.00 |
| 2021-12-31 | $231k | 876 | 263.70 |
| 2021-09-30 | $211k | 876 | 240.87 |
| 2021-06-30 | $212k | 876 | 242.01 |
| 2021-03-31 | $212k | 948 | 223.63 |
| 2020-12-31 | $200k | 948 | 210.97 |