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iShares Russell 1000 Index shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.3M 5.2k 243.73
2023-03-31 $1.2M 5.2k 225.22
2022-12-31 $1.1M 5.2k 210.48
2022-09-30 $3.1M 16k 197.35
2022-06-30 $3.3M 16k 207.74
2022-03-31 $3.9M 16k 250.10
2021-12-31 $1.6M 6.0k 264.43
2021-09-30 $1.4M 5.7k 241.64
2021-06-30 $1.4M 5.7k 242.16
2021-03-31 $1.3M 5.8k 223.89
2020-12-31 $1.5M 7.2k 211.81
2020-09-30 $1.4M 7.2k 187.11
2020-06-30 $1.2M 7.2k 171.73
2020-03-31 $495k 3.5k 141.67
2019-12-31 $603k 3.4k 178.46
2019-09-30 $556k 3.4k 164.55
2019-06-30 $801k 4.9k 162.84
2019-03-31 $774k 4.9k 157.35
2018-12-31 $682k 4.9k 138.65
2018-09-30 $795k 4.9k 161.62
2018-06-30 $748k 4.9k 152.06
2018-03-31 $722k 4.9k 146.78
2017-12-31 $731k 4.9k 148.61
2017-09-30 $688k 4.9k 139.87
2017-06-30 $665k 4.9k 135.19
2017-03-31 $646k 4.9k 131.33
2016-12-31 $612k 4.9k 124.42