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iShares Russell 1000 Index shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 15k 314.39
2024-06-30 $4.0M 13k 297.54
2024-03-31 $3.1M 11k 288.03
2023-12-31 $2.7M 10k 262.26
2023-09-30 $110k 468 234.91
2023-06-30 $116k 475 243.74
2023-03-31 $107k 475 225.23
2022-12-31 $100k 475 210.52
2020-09-30 $353k 1.9k 187.27