iShares Russell 1000 Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.0M | 23k | 262.26 |
| 2023-09-30 | $5.4M | 23k | 234.91 |
| 2023-06-30 | $2.4M | 9.7k | 243.75 |
| 2023-03-31 | $2.2M | 9.6k | 225.24 |
| 2022-12-31 | $2.0M | 9.6k | 210.53 |
| 2022-09-30 | $2.1M | 11k | 197.48 |
| 2022-06-30 | $2.2M | 11k | 207.71 |
| 2022-03-31 | $2.3M | 9.4k | 250.94 |
| 2021-12-31 | $2.5M | 9.5k | 265.92 |
| 2021-09-30 | $2.3M | 9.5k | 241.76 |
| 2021-06-30 | $2.3M | 9.5k | 242.08 |
| 2021-03-31 | $2.2M | 10k | 223.84 |
| 2020-12-31 | $2.1M | 10k | 211.86 |
| 2020-09-30 | $1.2M | 6.2k | 187.14 |
| 2020-06-30 | $1.2M | 7.2k | 171.65 |
| 2020-03-31 | $1.0M | 7.4k | 141.56 |
| 2019-12-31 | $1.2M | 6.9k | 178.43 |
| 2019-09-30 | $1.1M | 6.9k | 164.49 |
| 2019-06-30 | $1.1M | 6.9k | 162.75 |
| 2019-03-31 | $1.1M | 6.9k | 157.38 |
| 2018-12-31 | $955k | 6.9k | 138.65 |
| 2018-09-30 | $1.1M | 7.1k | 161.74 |
| 2018-06-30 | $1.1M | 7.1k | 151.99 |
| 2018-03-31 | $1.0M | 7.1k | 146.90 |
| 2017-12-31 | $1.1M | 7.1k | 148.59 |
| 2017-09-30 | $989k | 7.1k | 139.83 |
| 2017-06-30 | $957k | 7.1k | 135.30 |
| 2017-03-31 | $928k | 7.1k | 131.20 |
| 2016-12-31 | $880k | 7.1k | 124.42 |
| 2016-09-30 | $950k | 7.9k | 120.44 |
| 2015-06-30 | $117k | 1.0k | 116.53 |