iShares Russell 1000 Index shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Aj Wealth Strategies 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 Aj Wealth Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-06-30 | $1.3M | 5.2k | 243.73 |
2023-03-31 | $1.2M | 5.2k | 225.22 |
2022-12-31 | $1.1M | 5.2k | 210.48 |
2022-09-30 | $3.1M | 16k | 197.35 |
2022-06-30 | $3.3M | 16k | 207.74 |
2022-03-31 | $3.9M | 16k | 250.10 |
2021-12-31 | $1.6M | 6.0k | 264.43 |
2021-09-30 | $1.4M | 5.7k | 241.64 |
2021-06-30 | $1.4M | 5.7k | 242.16 |
2021-03-31 | $1.3M | 5.8k | 223.89 |
2020-12-31 | $1.5M | 7.2k | 211.81 |
2020-09-30 | $1.4M | 7.2k | 187.11 |
2020-06-30 | $1.2M | 7.2k | 171.73 |
2020-03-31 | $495k | 3.5k | 141.67 |
2019-12-31 | $603k | 3.4k | 178.46 |
2019-09-30 | $556k | 3.4k | 164.55 |
2019-06-30 | $801k | 4.9k | 162.84 |
2019-03-31 | $774k | 4.9k | 157.35 |
2018-12-31 | $682k | 4.9k | 138.65 |
2018-09-30 | $795k | 4.9k | 161.62 |
2018-06-30 | $748k | 4.9k | 152.06 |
2018-03-31 | $722k | 4.9k | 146.78 |
2017-12-31 | $731k | 4.9k | 148.61 |
2017-09-30 | $688k | 4.9k | 139.87 |
2017-06-30 | $665k | 4.9k | 135.19 |
2017-03-31 | $646k | 4.9k | 131.33 |
2016-12-31 | $612k | 4.9k | 124.42 |