iShares Russell 1000 Index shares owned by Scharf Investments
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Scharf Investments
from 13F filings
Historical chart of Scharf Investments investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Scharf Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $389k | 1.4k | 287.95 |
| 2023-12-31 | $687k | 2.6k | 262.32 |
| 2022-12-31 | $1.2M | 5.6k | 210.53 |
| 2022-09-30 | $1.0M | 5.3k | 197.36 |
| 2022-03-31 | $217k | 867 | 250.29 |
| 2021-12-31 | $1.4M | 5.3k | 264.49 |
| 2021-09-30 | $248k | 1.0k | 242.19 |
| 2020-03-31 | $2.5M | 18k | 141.54 |
| 2019-06-30 | $235k | 1.4k | 162.97 |
| 2019-03-31 | $289k | 1.8k | 157.41 |
| 2018-12-31 | $11M | 82k | 138.68 |
| 2018-06-30 | $280k | 1.8k | 151.84 |
| 2016-12-31 | $517k | 4.2k | 124.58 |