iShares Russell 1000 Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 4.5k | 322.16 |
| 2024-09-30 | $1.5M | 4.6k | 314.34 |
| 2024-06-30 | $1.3M | 4.3k | 297.51 |
| 2024-03-31 | $1.2M | 4.3k | 288.05 |
| 2023-12-31 | $1.1M | 4.3k | 262.27 |
| 2023-09-30 | $959k | 4.2k | 229.33 |
| 2023-06-30 | $1.2M | 5.1k | 243.73 |
| 2023-03-31 | $1.1M | 5.0k | 225.21 |
| 2022-12-31 | $1.1M | 5.0k | 210.54 |
| 2022-09-30 | $680k | 3.4k | 197.79 |
| 2022-06-30 | $713k | 3.4k | 207.87 |
| 2022-03-31 | $855k | 3.4k | 250.00 |
| 2021-12-31 | $912k | 3.4k | 264.42 |
| 2021-09-30 | $830k | 3.4k | 241.77 |
| 2021-06-30 | $830k | 3.4k | 242.19 |
| 2021-03-31 | $873k | 3.9k | 223.96 |
| 2020-12-31 | $824k | 3.9k | 211.72 |
| 2020-09-30 | $726k | 3.9k | 187.26 |
| 2020-06-30 | $663k | 3.9k | 171.72 |
| 2020-03-31 | $543k | 3.8k | 141.48 |
| 2019-12-31 | $436k | 2.5k | 177.83 |
More positions owned by Carolinas Wealth Consulting
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