iShares Russell 1000 Index shares owned by CJM Wealth Advisers
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by CJM Wealth Advisers
from 13F filings
Historical chart of CJM Wealth Advisers investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by CJM Wealth Advisers 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 CJM Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $993k | 3.2k | 314.39 |
2024-06-30 | $941k | 3.2k | 298.15 |
2024-03-31 | $909k | 3.2k | 288.03 |
2023-12-31 | $828k | 3.2k | 262.26 |
2023-09-30 | $742k | 3.2k | 234.91 |
2023-06-30 | $770k | 3.2k | 243.74 |
2023-03-31 | $711k | 3.2k | 225.23 |
2022-12-31 | $665k | 3.2k | 210.52 |
2022-09-30 | $623k | 3.2k | 197.33 |
2022-06-30 | $656k | 3.2k | 207.76 |
2022-03-31 | $790k | 3.2k | 250.07 |
2021-12-31 | $835k | 3.2k | 264.43 |