iShares Russell 1000 Index shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Bogart Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $524k | 1.6k | 322.21 |
2024-09-30 | $511k | 1.6k | 314.42 |
2024-06-30 | $368k | 1.2k | 297.55 |
2024-03-31 | $385k | 1.3k | 288.02 |
2023-12-31 | $342k | 1.3k | 262.26 |
2023-09-30 | $306k | 1.3k | 234.91 |
2023-06-30 | $318k | 1.3k | 243.74 |
2023-03-31 | $294k | 1.3k | 225.23 |
2022-12-31 | $135k | 641 | 210.52 |
2022-09-30 | $50k | 252 | 198.41 |
2020-06-30 | $10k | 59 | 169.49 |
2020-03-31 | $8.0k | 59 | 135.59 |