iShares Russell 1000 Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by ValMark Advisers 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 ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $498k | 1.7k | 288.06 |
2023-12-31 | $462k | 1.8k | 262.22 |
2023-09-30 | $412k | 1.8k | 234.95 |
2023-06-30 | $427k | 1.8k | 243.78 |
2023-03-31 | $394k | 1.8k | 225.26 |
2022-12-31 | $368k | 1.7k | 210.55 |
2022-09-30 | $292k | 1.5k | 197.03 |
2022-06-30 | $339k | 1.6k | 207.72 |
2022-03-31 | $407k | 1.6k | 250.00 |
2021-12-31 | $587k | 2.2k | 264.30 |
2021-09-30 | $356k | 1.5k | 242.01 |
2021-06-30 | $356k | 1.5k | 242.34 |
2021-03-31 | $328k | 1.5k | 223.59 |
2020-12-31 | $322k | 1.5k | 211.56 |
2020-09-30 | $284k | 1.5k | 186.97 |
2020-06-30 | $260k | 1.5k | 171.50 |
2019-12-31 | $224k | 1.3k | 178.49 |
2019-09-30 | $206k | 1.3k | 164.54 |
2019-06-30 | $204k | 1.3k | 162.94 |
2018-09-30 | $202k | 1.3k | 161.34 |