iShares Russell 1000 Index shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31k | 86 | 365.49 |
| 2025-06-30 | $123k | 363 | 339.57 |
| 2025-03-31 | $111k | 363 | 306.74 |
| 2024-12-31 | $117k | 363 | 322.16 |
| 2024-09-30 | $114k | 363 | 314.39 |
| 2024-06-30 | $108k | 363 | 297.54 |
| 2024-03-31 | $105k | 363 | 288.03 |
More positions owned by Breakwater Investment Management
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