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iShares Russell 1000 Index shares owned by BlueChip Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by BlueChip Wealth Advisors from 13F filings

Historical chart of BlueChip 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 BlueChip 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 812 365.49
2025-06-30 $276k 812 339.58
2025-03-31 $249k 812 306.75
2024-12-31 $262k 812 322.17
2024-09-30 $255k 812 314.40
2024-06-30 $242k 812 297.55
2024-03-31 $234k 812 288.04
2023-12-31 $213k 812 262.27