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iShares Russell 1000 Index shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $385k 1.3k 288.02
2023-12-31 $342k 1.3k 262.26
2023-09-30 $306k 1.3k 234.91
2023-06-30 $318k 1.3k 243.74
2023-03-31 $294k 1.3k 225.23
2022-12-31 $135k 641 210.52
2022-09-30 $50k 252 198.41
2020-06-30 $10k 59 169.49
2020-03-31 $8.0k 59 135.59