iShares Russell 1000 Index shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 27k | 314.39 |
| 2024-06-30 | $8.2M | 27k | 297.54 |
| 2024-03-31 | $7.9M | 27k | 288.03 |
| 2023-12-31 | $7.2M | 27k | 262.26 |
| 2023-09-30 | $6.4M | 27k | 234.91 |
| 2023-06-30 | $6.6M | 27k | 243.74 |
| 2023-03-31 | $6.1M | 27k | 225.23 |
| 2022-12-31 | $5.7M | 27k | 210.52 |
| 2022-09-30 | $5.3M | 27k | 197.33 |
| 2022-06-30 | $257k | 1.2k | 207.76 |
| 2020-12-31 | $296k | 1.4k | 212.19 |
| 2020-09-30 | $225k | 1.2k | 187.50 |
| 2020-06-30 | $206k | 1.2k | 171.67 |
| 2019-12-31 | $214k | 1.2k | 178.33 |