iShares Russell 1000 Index shares owned by Carmel Capital Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Carmel Capital Partners
from 13F filings
Historical chart of Carmel Capital Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Carmel Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 717 | 365.25 |
| 2025-06-30 | $243k | 717 | 339.36 |
| 2025-03-31 | $220k | 717 | 306.55 |
| 2024-12-31 | $231k | 717 | 321.96 |
| 2024-09-30 | $225k | 717 | 314.19 |
| 2024-06-30 | $213k | 717 | 297.35 |
| 2024-03-31 | $206k | 717 | 287.85 |
| 2023-03-31 | $45k | 200 | 225.23 |
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