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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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