iShares Russell 1000 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 850 | 314.39 |
| 2024-06-30 | $253k | 850 | 297.54 |
| 2024-03-31 | $245k | 850 | 288.03 |
| 2023-12-31 | $233k | 890 | 262.26 |
| 2023-09-30 | $209k | 890 | 234.91 |
| 2023-06-30 | $233k | 955 | 243.74 |
| 2023-03-31 | $224k | 995 | 225.23 |
| 2022-12-31 | $225k | 1.1k | 210.52 |
| 2022-09-30 | $211k | 1.1k | 197.57 |
| 2022-06-30 | $235k | 1.1k | 207.60 |
| 2022-03-31 | $1.1M | 4.3k | 250.00 |
| 2021-12-31 | $1.2M | 4.4k | 264.40 |