iShares Russell 1000 Index shares owned by Soundmark Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Soundmark Wealth Management
from 13F filings
Historical chart of Soundmark Wealth Management investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Soundmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Soundmark Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 3.7k | 288.06 |
2023-12-31 | $1.0M | 3.9k | 262.28 |
2023-09-30 | $903k | 3.8k | 234.92 |
2023-06-30 | $937k | 3.8k | 243.75 |
2023-03-31 | $867k | 3.8k | 225.26 |
2022-12-31 | $809k | 3.8k | 210.51 |
2022-09-30 | $755k | 3.8k | 197.33 |
2022-06-30 | $795k | 3.8k | 207.79 |
2022-03-31 | $955k | 3.8k | 250.00 |
2021-12-31 | $1.0M | 3.8k | 264.48 |
2021-09-30 | $919k | 3.8k | 241.59 |
2021-06-30 | $921k | 3.8k | 242.11 |
2021-03-31 | $849k | 3.8k | 223.77 |
2020-12-31 | $804k | 3.8k | 211.91 |
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