iShares Russell 1000 Index shares owned by Charter Trust
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 822 | 365.48 |
| 2025-06-30 | $279k | 822 | 339.57 |
| 2025-03-31 | $252k | 822 | 306.74 |
| 2024-12-31 | $265k | 822 | 322.16 |
| 2024-09-30 | $258k | 822 | 314.39 |
| 2024-06-30 | $245k | 822 | 297.54 |
| 2024-03-31 | $237k | 822 | 288.03 |
| 2023-12-31 | $216k | 822 | 262.26 |
| 2023-06-30 | $200k | 822 | 243.74 |