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iShares Russell 1000 Index shares owned by Waldron

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in iShares Russell 1000 Index

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All positions including iShares Russell 1000 Index held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 18k 262.23
2023-09-30 $4.2M 18k 235.90
2023-06-30 $4.4M 18k 243.70
2023-03-31 $4.3M 19k 225.18
2022-12-31 $3.9M 20k 197.33
2022-09-30 $3.9M 20k 197.33
2022-06-30 $2.1M 9.9k 207.72
2022-03-31 $2.5M 9.8k 249.97
2021-12-31 $2.6M 9.9k 264.34
2021-09-30 $2.3M 9.7k 241.68
2021-06-30 $2.1M 8.7k 242.06
2021-03-31 $2.0M 8.7k 223.75
2020-12-31 $1.8M 8.5k 211.82
2020-09-30 $1.6M 8.3k 187.12
2020-06-30 $1.1M 6.6k 171.60
2020-03-31 $920k 6.5k 141.39
2019-12-31 $1.4M 7.9k 178.33
2019-09-30 $1.6M 10k 164.53
2019-06-30 $1.7M 11k 162.74
2019-03-31 $1.6M 9.9k 157.31
2018-12-31 $1.2M 8.5k 138.61
2018-09-30 $1.0M 6.3k 161.67
2018-06-30 $1000k 6.6k 151.88
2018-03-31 $375k 2.6k 146.60
2017-12-31 $355k 2.4k 148.47