iShares Russell 1000 Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Arkadios 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 Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 11k | 314.38 |
| 2024-06-30 | $206k | 692 | 297.54 |
| 2023-09-30 | $570k | 2.4k | 234.91 |
| 2023-06-30 | $215k | 881 | 243.74 |
| 2023-03-31 | $200k | 889 | 225.23 |
| 2022-12-31 | $201k | 955 | 210.52 |
| 2021-09-30 | $50k | 207 | 241.55 |
| 2021-06-30 | $10k | 45 | 222.22 |
| 2021-03-31 | $10k | 45 | 222.22 |