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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |