iShares Russell 1000 Index shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $323k | 883 | 365.48 |
| 2025-06-30 | $300k | 883 | 339.57 |
| 2025-03-31 | $271k | 883 | 307.11 |
| 2024-12-31 | $295k | 916 | 322.16 |
| 2024-09-30 | $288k | 916 | 314.39 |
| 2024-06-30 | $273k | 916 | 297.54 |
| 2024-03-31 | $258k | 916 | 281.14 |
| 2023-12-31 | $240k | 916 | 262.26 |
| 2023-09-30 | $215k | 916 | 234.91 |
| 2023-06-30 | $223k | 916 | 243.74 |
| 2023-03-31 | $206k | 916 | 225.23 |
| 2022-03-31 | $229k | 916 | 250.00 |
| 2021-12-31 | $242k | 916 | 264.19 |
| 2021-09-30 | $221k | 916 | 241.27 |
| 2021-06-30 | $222k | 916 | 242.36 |
| 2021-03-31 | $239k | 1.1k | 223.78 |