iShares Russell 1000 Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 7.3k | 365.48 |
| 2025-06-30 | $2.5M | 7.3k | 339.57 |
| 2025-03-31 | $2.2M | 7.3k | 306.74 |
| 2024-12-31 | $2.3M | 7.3k | 322.16 |
| 2024-09-30 | $2.3M | 7.3k | 314.39 |
| 2024-06-30 | $2.2M | 7.3k | 297.54 |
| 2024-03-31 | $2.1M | 7.3k | 288.03 |
| 2023-12-31 | $1.9M | 7.3k | 262.26 |
| 2023-09-30 | $1.7M | 7.3k | 235.92 |
| 2023-06-30 | $1.8M | 7.3k | 243.74 |
| 2023-03-31 | $1.7M | 7.4k | 225.23 |
| 2022-12-31 | $1.6M | 7.4k | 210.52 |
| 2022-09-30 | $1.5M | 7.4k | 197.31 |
| 2022-06-30 | $1.5M | 7.4k | 207.80 |