iShares Russell 1000 Index shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $20M | 81k | 242.08 |
| 2021-03-31 | $18M | 80k | 223.84 |
| 2020-12-31 | $18M | 85k | 211.84 |
| 2020-09-30 | $16M | 85k | 187.15 |
| 2020-06-30 | $15M | 86k | 171.68 |
| 2020-03-31 | $12M | 87k | 141.53 |
| 2019-12-31 | $12M | 69k | 178.43 |
| 2019-09-30 | $11M | 67k | 164.54 |
| 2019-06-30 | $10M | 62k | 162.79 |
| 2019-03-31 | $8.8M | 56k | 157.32 |
| 2018-12-31 | $7.7M | 56k | 138.69 |
| 2018-09-30 | $8.9M | 55k | 161.70 |
| 2018-06-30 | $8.3M | 55k | 151.99 |
| 2018-03-31 | $8.1M | 55k | 146.87 |
| 2017-12-31 | $8.2M | 55k | 148.62 |