iShares Russell 1000 Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $325k | 1.0k | 322.08 |
| 2024-09-30 | $287k | 914 | 314.30 |
| 2024-06-30 | $253k | 852 | 297.45 |
| 2024-03-31 | $245k | 852 | 287.94 |
| 2023-12-31 | $223k | 852 | 262.18 |
| 2023-09-30 | $221k | 942 | 234.85 |
| 2022-03-31 | $613k | 2.5k | 250.20 |
| 2021-12-31 | $648k | 2.5k | 264.49 |
| 2021-09-30 | $592k | 2.5k | 241.63 |
| 2021-06-30 | $593k | 2.5k | 242.04 |
| 2021-03-31 | $548k | 2.5k | 223.67 |
| 2020-12-31 | $519k | 2.5k | 211.84 |
| 2020-09-30 | $458k | 2.5k | 186.94 |
| 2020-06-30 | $457k | 2.5k | 186.53 |
| 2020-03-31 | $362k | 2.6k | 141.41 |
| 2019-12-31 | $457k | 2.6k | 178.52 |
| 2019-09-30 | $377k | 2.3k | 162.64 |
| 2019-06-30 | $377k | 2.3k | 162.64 |
| 2018-12-31 | $369k | 2.7k | 138.72 |
| 2018-09-30 | $375k | 2.3k | 161.78 |
| 2018-06-30 | $352k | 2.3k | 151.86 |
| 2018-03-31 | $340k | 2.3k | 146.68 |
| 2017-12-31 | $344k | 2.3k | 148.40 |
| 2017-09-30 | $324k | 2.3k | 139.78 |
| 2017-06-30 | $324k | 2.4k | 135.23 |
| 2017-03-31 | $414k | 3.2k | 131.39 |
| 2016-12-31 | $392k | 3.2k | 124.40 |