iShares Russell 1000 Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.1M | 4.7k | 234.92 |
| 2023-06-30 | $1.1M | 4.7k | 243.75 |
| 2023-03-31 | $1.1M | 4.7k | 225.24 |
| 2022-12-31 | $989k | 4.7k | 210.53 |
| 2022-09-30 | $927k | 4.7k | 197.32 |
| 2022-06-30 | $976k | 4.7k | 207.75 |
| 2022-03-31 | $1.2M | 4.7k | 250.11 |
| 2021-12-31 | $1.2M | 4.7k | 264.37 |
| 2021-09-30 | $1.1M | 4.7k | 241.81 |
| 2021-06-30 | $1.4M | 5.7k | 242.06 |
| 2021-03-31 | $554k | 2.4k | 233.17 |
| 2020-12-31 | $527k | 2.5k | 211.65 |
| 2020-09-30 | $345k | 1.8k | 186.99 |
| 2020-06-30 | $317k | 1.8k | 171.82 |
| 2020-03-31 | $261k | 1.8k | 141.46 |
| 2019-12-31 | $329k | 1.8k | 178.32 |
| 2019-09-30 | $304k | 1.8k | 164.77 |
| 2019-06-30 | $300k | 1.8k | 162.60 |
| 2019-03-31 | $290k | 1.8k | 157.18 |
| 2018-12-31 | $256k | 1.8k | 138.75 |
| 2018-09-30 | $298k | 1.8k | 161.52 |
| 2018-06-30 | $124k | 813 | 152.52 |
| 2018-03-31 | $119k | 813 | 146.37 |
| 2017-12-31 | $121k | 813 | 148.83 |
| 2017-09-30 | $114k | 813 | 140.22 |
| 2017-06-30 | $110k | 813 | 135.30 |
| 2017-03-31 | $107k | 813 | 131.61 |
| 2016-12-31 | $101k | 813 | 124.23 |
| 2016-09-30 | $98k | 813 | 120.54 |