iShares Russell 1000 Index shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth 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 BSW Wealth Partners 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 BSW Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $442k | 1.4k | 314.39 |
2024-06-30 | $418k | 1.4k | 297.54 |
2024-03-31 | $405k | 1.4k | 288.03 |
2023-12-31 | $369k | 1.4k | 262.26 |
2023-09-30 | $330k | 1.4k | 234.91 |
2023-06-30 | $343k | 1.4k | 243.74 |
2023-03-31 | $285k | 1.3k | 225.23 |
2022-12-31 | $266k | 1.3k | 210.28 |
2022-09-30 | $250k | 1.3k | 197.63 |