iShares Russell 1000 Index shares owned by United Asset Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by United Asset Strategies
from 13F filings
Historical chart of United Asset Strategies investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by United Asset Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $829k | 2.9k | 288.01 |
| 2023-12-31 | $783k | 3.0k | 262.23 |
| 2023-09-30 | $671k | 2.9k | 234.88 |
| 2023-06-30 | $711k | 2.9k | 243.71 |
| 2023-03-31 | $654k | 2.9k | 225.19 |
| 2022-12-31 | $604k | 2.9k | 210.55 |
| 2022-09-30 | $554k | 2.8k | 197.43 |
| 2022-06-30 | $641k | 3.1k | 207.71 |
| 2022-03-31 | $831k | 3.3k | 250.00 |
| 2021-12-31 | $923k | 3.5k | 264.32 |
| 2021-09-30 | $910k | 3.8k | 241.57 |
| 2021-06-30 | $1.1M | 4.7k | 242.07 |
| 2021-03-31 | $1.2M | 5.3k | 223.94 |
| 2020-12-31 | $1.1M | 5.3k | 211.78 |
| 2020-09-30 | $983k | 5.3k | 187.06 |
| 2020-06-30 | $984k | 5.7k | 171.70 |
| 2020-03-31 | $838k | 5.9k | 141.58 |
| 2019-12-31 | $1.0M | 5.8k | 178.47 |
| 2019-09-30 | $968k | 5.9k | 164.60 |
| 2019-06-30 | $1.1M | 6.5k | 162.85 |
| 2019-03-31 | $1.1M | 7.1k | 157.31 |
| 2018-12-31 | $952k | 6.9k | 138.76 |
| 2018-09-30 | $1.2M | 7.4k | 161.76 |
| 2018-06-30 | $1.2M | 7.8k | 152.02 |
| 2018-03-31 | $1.1M | 7.5k | 146.84 |
| 2017-12-31 | $992k | 6.7k | 148.66 |
| 2017-09-30 | $2.2M | 15k | 139.86 |
| 2017-06-30 | $1.8M | 13k | 135.27 |
| 2017-03-31 | $1.8M | 14k | 131.27 |
| 2016-12-31 | $1.7M | 14k | 124.49 |
| 2016-09-30 | $1.4M | 11k | 120.47 |
| 2016-06-30 | $1.2M | 9.9k | 116.87 |
| 2016-03-31 | $921k | 8.1k | 114.04 |
| 2015-12-31 | $618k | 5.5k | 113.25 |
| 2015-09-30 | $575k | 5.4k | 107.02 |
| 2015-06-30 | $539k | 4.6k | 116.09 |
| 2015-03-31 | $473k | 4.0k | 116.88 |
| 2014-12-31 | $356k | 3.1k | 114.73 |
| 2014-09-30 | $259k | 2.4k | 110.07 |
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