iShares Russell 1000 Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Aptus Capital 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.4M | 30k | 314.39 |
| 2024-06-30 | $8.9M | 30k | 297.54 |
| 2024-03-31 | $8.9M | 31k | 288.03 |
| 2023-09-30 | $186k | 790 | 234.91 |
| 2023-06-30 | $193k | 790 | 243.74 |
| 2023-03-31 | $178k | 788 | 225.19 |
| 2022-12-31 | $165k | 785 | 210.52 |
| 2022-09-30 | $174k | 888 | 196.26 |
| 2022-06-30 | $180k | 875 | 206.19 |
| 2022-03-31 | $194k | 775 | 250.32 |
| 2021-12-31 | $205k | 775 | 264.52 |
| 2021-09-30 | $187k | 775 | 241.29 |
| 2021-06-30 | $188k | 775 | 242.58 |
| 2021-03-31 | $174k | 775 | 224.52 |
| 2020-12-31 | $163k | 773 | 210.87 |
| 2020-09-30 | $2.6M | 14k | 187.13 |
| 2020-06-30 | $2.5M | 15k | 171.64 |
| 2020-03-31 | $2.0M | 14k | 141.49 |
| 2019-12-31 | $1.2M | 6.8k | 178.33 |
| 2019-09-30 | $1.2M | 7.6k | 164.47 |
| 2019-06-30 | $1.3M | 7.9k | 162.73 |