iShares Russell 1000 Index shares owned by Berkeley Capital Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Berkeley Capital Partners
from 13F filings
Historical chart of Berkeley Capital Partners investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Berkeley Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Berkeley Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 800 | 365.48 |
| 2025-06-30 | $333k | 980 | 339.57 |
| 2025-03-31 | $301k | 980 | 306.74 |
| 2024-12-31 | $371k | 1.2k | 322.16 |
| 2024-09-30 | $456k | 1.5k | 314.39 |
| 2024-06-30 | $431k | 1.5k | 297.54 |
| 2024-03-31 | $519k | 1.8k | 288.03 |
| 2023-12-31 | $577k | 2.2k | 262.26 |
| 2023-09-30 | $540k | 2.3k | 234.91 |
| 2023-06-30 | $609k | 2.5k | 243.74 |
| 2023-03-31 | $653k | 2.9k | 225.23 |
| 2022-12-31 | $611k | 2.9k | 210.52 |
| 2022-09-30 | $572k | 2.9k | 197.24 |
| 2022-06-30 | $623k | 3.0k | 207.67 |
| 2022-03-31 | $750k | 3.0k | 250.00 |
| 2021-12-31 | $793k | 3.0k | 264.33 |
| 2021-09-30 | $856k | 3.5k | 241.81 |
| 2021-06-30 | $857k | 3.5k | 242.09 |
| 2021-03-31 | $792k | 3.5k | 223.73 |
| 2020-12-31 | $805k | 3.8k | 211.84 |
| 2020-09-30 | $711k | 3.8k | 187.11 |
| 2020-06-30 | $652k | 3.8k | 171.58 |
| 2020-03-31 | $538k | 3.8k | 141.58 |
| 2019-12-31 | $755k | 4.2k | 178.49 |
| 2019-09-30 | $642k | 3.9k | 164.62 |
| 2019-06-30 | $651k | 4.0k | 162.75 |
| 2019-03-31 | $629k | 4.0k | 157.25 |
| 2018-12-31 | $666k | 4.8k | 138.75 |
| 2018-09-30 | $776k | 4.8k | 161.67 |
| 2018-06-30 | $729k | 4.8k | 151.88 |
| 2018-03-31 | $704k | 4.8k | 146.67 |