iShares Russell 1000 Index shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Cfm Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Cfm Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.3M | 7.1k | 322.16 |
2024-09-30 | $2.6M | 9.1k | 288.03 |
2024-06-30 | $2.6M | 8.7k | 297.54 |
2024-03-31 | $2.6M | 9.1k | 288.03 |
2023-12-31 | $2.7M | 11k | 262.26 |
2023-09-30 | $2.4M | 10k | 234.91 |
2023-06-30 | $2.6M | 11k | 243.74 |
2023-03-31 | $2.4M | 11k | 225.23 |
2022-12-31 | $2.3M | 11k | 210.52 |
2022-09-30 | $2.1M | 11k | 197.29 |
2022-06-30 | $2.2M | 11k | 207.78 |
2022-03-31 | $2.7M | 11k | 250.07 |
2021-12-31 | $2.9M | 11k | 266.14 |
2021-09-30 | $2.8M | 12k | 241.74 |
2021-06-30 | $2.8M | 12k | 242.09 |
2021-03-31 | $2.6M | 12k | 223.87 |
2020-12-31 | $2.5M | 12k | 211.87 |
2020-09-30 | $2.3M | 12k | 187.14 |
2020-06-30 | $2.1M | 12k | 171.61 |
2020-03-31 | $1.9M | 14k | 141.54 |
2019-12-31 | $2.5M | 14k | 183.54 |