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
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Quarterly reported holdings in iShares Russell 1000 Index by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $754k | 2.0k | 373.37 |
| 2025-09-30 | $738k | 2.0k | 365.39 |
| 2025-06-30 | $685k | 2.0k | 339.64 |
| 2025-03-31 | $499k | 1.6k | 306.81 |
| 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 |