iShares Russell 1000 Index shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 4.0k | 314.39 |
| 2024-06-30 | $1.2M | 3.9k | 297.54 |
| 2024-03-31 | $1.1M | 3.9k | 288.03 |
| 2023-12-31 | $1.0M | 3.9k | 262.26 |
| 2023-09-30 | $924k | 3.9k | 234.91 |
| 2023-06-30 | $959k | 3.9k | 243.74 |
| 2023-03-31 | $647k | 2.9k | 225.23 |
| 2022-12-31 | $604k | 2.9k | 210.52 |
| 2022-09-30 | $566k | 2.9k | 197.35 |
| 2022-06-30 | $596k | 2.9k | 207.81 |
| 2022-03-31 | $670k | 2.7k | 249.91 |
| 2021-12-31 | $709k | 2.7k | 264.45 |
| 2021-09-30 | $677k | 2.8k | 241.79 |
| 2021-06-30 | $629k | 2.6k | 241.92 |
| 2021-03-31 | $582k | 2.6k | 223.85 |
| 2020-12-31 | $541k | 2.6k | 211.99 |
| 2020-09-30 | $465k | 2.5k | 186.97 |
| 2020-06-30 | $430k | 2.5k | 171.73 |
| 2020-03-31 | $354k | 2.5k | 141.37 |
| 2019-12-31 | $480k | 2.7k | 178.51 |
| 2019-09-30 | $468k | 2.8k | 164.56 |
| 2019-06-30 | $463k | 2.8k | 162.80 |
| 2019-03-31 | $436k | 2.8k | 157.46 |
| 2018-12-31 | $391k | 2.8k | 138.80 |
| 2018-09-30 | $461k | 2.9k | 161.64 |
| 2018-06-30 | $433k | 2.9k | 151.82 |
| 2018-03-31 | $419k | 2.9k | 146.91 |
| 2017-12-31 | $418k | 2.8k | 148.65 |
| 2017-09-30 | $406k | 2.9k | 139.90 |
| 2017-06-30 | $396k | 2.9k | 135.29 |
| 2017-03-31 | $384k | 2.9k | 131.19 |
| 2016-12-31 | $378k | 3.0k | 124.59 |
More positions owned by Concentric Wealth Management
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