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iShares Russell 1000 Index shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 4.4k 262.26
2023-09-30 $983k 4.2k 234.91
2023-06-30 $762k 3.1k 243.74
2023-03-31 $433k 1.9k 225.23
2022-12-31 $268k 1.3k 210.59
2022-09-30 $251k 1.3k 197.33
2022-06-30 $264k 1.3k 207.71
2022-03-31 $412k 1.6k 250.00
2021-12-31 $435k 1.6k 264.60
2021-09-30 $356k 1.5k 241.68
2021-06-30 $356k 1.5k 242.34