iShares Russell 1000 Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 30k | 314.39 |
| 2024-06-30 | $7.3M | 24k | 297.54 |
| 2024-03-31 | $18M | 63k | 284.27 |
| 2023-12-31 | $7.3M | 28k | 262.26 |
| 2023-09-30 | $6.9M | 28k | 246.24 |
| 2023-06-30 | $17M | 69k | 251.62 |
| 2022-12-31 | $5.8M | 28k | 210.52 |
| 2022-09-30 | $3.9M | 20k | 197.33 |
| 2022-06-30 | $2.1M | 9.9k | 207.76 |