iShares Russell 1000 Index shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-09-30 | $810k | 4.1k | 197.37 |
2022-06-30 | $874k | 4.2k | 207.85 |
2022-03-31 | $1.1M | 4.2k | 250.18 |
2021-12-31 | $1.2M | 4.4k | 264.44 |
2021-09-30 | $1.1M | 4.4k | 241.65 |
2021-06-30 | $1.1M | 4.5k | 242.15 |
2021-03-31 | $998k | 4.5k | 223.77 |
2020-12-31 | $945k | 4.5k | 211.88 |
2020-09-30 | $833k | 4.5k | 187.19 |
2020-06-30 | $764k | 4.5k | 171.69 |
2020-03-31 | $658k | 4.6k | 141.60 |
2019-12-31 | $861k | 4.8k | 178.41 |
2019-09-30 | $794k | 4.8k | 164.53 |
2019-06-30 | $786k | 4.8k | 162.87 |
2019-03-31 | $783k | 5.0k | 157.26 |
2018-12-31 | $705k | 5.1k | 138.72 |
2018-09-30 | $854k | 5.3k | 161.65 |
2018-06-30 | $840k | 5.5k | 152.06 |
2018-03-31 | $843k | 5.7k | 146.92 |
2017-12-31 | $848k | 5.7k | 148.56 |
2017-09-30 | $834k | 6.0k | 139.89 |
2017-06-30 | $761k | 5.6k | 135.31 |
2017-03-31 | $773k | 5.9k | 131.19 |
2016-12-31 | $732k | 5.9k | 124.45 |
2016-09-30 | $709k | 5.9k | 120.54 |
2016-06-30 | $688k | 5.9k | 116.97 |
2016-03-31 | $531k | 4.7k | 114.00 |
2015-12-31 | $539k | 4.8k | 113.40 |
2015-09-30 | $509k | 4.8k | 107.09 |
2015-06-30 | $568k | 4.9k | 116.04 |
2015-03-31 | $567k | 4.9k | 115.83 |
2014-12-31 | $561k | 4.9k | 114.61 |
2014-09-30 | $546k | 5.0k | 109.86 |
2014-06-30 | $561k | 5.1k | 110.11 |
2014-03-31 | $534k | 5.1k | 104.81 |
2013-12-31 | $399k | 3.9k | 103.18 |
2013-09-30 | $381k | 4.0k | 94.26 |
2013-06-30 | $378k | 4.2k | 90.04 |