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iShares Russell 1000 Index shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture 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 Juncture 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 913 288.03
2023-12-31 $239k 913 262.26
2023-09-30 $215k 913 234.91
2023-06-30 $223k 913 243.74
2023-03-31 $206k 913 225.23