iShares Russell 1000 Index shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn 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 Acorn 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 Acorn Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $587k | 2.0k | 288.03 |
2023-12-31 | $535k | 2.0k | 262.26 |
2023-09-30 | $479k | 2.0k | 234.91 |
2023-06-30 | $497k | 2.0k | 243.74 |
2023-03-31 | $459k | 2.0k | 225.23 |
2022-12-31 | $429k | 2.0k | 210.50 |
2022-09-30 | $402k | 2.0k | 197.25 |
2022-06-30 | $423k | 2.0k | 207.56 |
2022-03-31 | $510k | 2.0k | 250.25 |
2021-12-31 | $539k | 2.0k | 264.48 |
2021-09-30 | $493k | 2.0k | 241.90 |
2021-06-30 | $493k | 2.0k | 241.90 |
2021-03-31 | $456k | 2.0k | 223.75 |
2020-12-31 | $432k | 2.0k | 211.97 |
2020-09-30 | $381k | 2.0k | 186.95 |
2020-06-30 | $350k | 2.0k | 171.74 |
2020-03-31 | $291k | 2.0k | 142.79 |
2019-12-31 | $365k | 2.0k | 179.10 |
2019-09-30 | $349k | 2.0k | 171.25 |
2019-06-30 | $332k | 2.0k | 162.90 |
2019-03-31 | $329k | 2.0k | 161.43 |
2018-12-31 | $291k | 2.0k | 142.79 |
2018-09-30 | $309k | 2.0k | 151.62 |
2018-06-30 | $311k | 2.0k | 152.60 |
2018-03-31 | $303k | 2.0k | 148.68 |
2017-12-31 | $310k | 2.0k | 152.11 |