iShares Russell 1000 Index shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $166k | 889 | 186.73 |
| 2020-06-30 | $153k | 889 | 172.10 |
| 2020-03-31 | $88k | 620 | 141.94 |
| 2019-12-31 | $39k | 218 | 178.90 |
| 2019-09-30 | $42k | 258 | 162.79 |
| 2019-06-30 | $42k | 258 | 162.79 |
| 2019-03-31 | $130k | 828 | 157.00 |
| 2018-12-31 | $36k | 258 | 139.53 |
| 2018-09-30 | $42k | 258 | 162.79 |
| 2018-06-30 | $44k | 290 | 151.72 |
| 2018-03-31 | $43k | 290 | 148.28 |