iShares Russell 1000 Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $320k | 876 | 365.32 |
| 2025-06-30 | $297k | 875 | 339.62 |
| 2025-03-31 | $268k | 875 | 306.63 |
| 2024-12-31 | $282k | 874 | 322.23 |
| 2024-09-30 | $259k | 823 | 314.63 |
| 2017-12-31 | $24k | 153 | 156.86 |