iShares Russell 1000 Index shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.7M | 15k | 322.15 |
| 2024-09-30 | $4.7M | 15k | 314.39 |
| 2024-06-30 | $4.4M | 15k | 297.54 |
| 2024-03-31 | $4.4M | 15k | 288.03 |
| 2023-12-31 | $3.9M | 15k | 262.26 |
| 2023-09-30 | $3.5M | 15k | 231.57 |
| 2023-06-30 | $3.7M | 15k | 243.75 |
| 2023-03-31 | $3.5M | 15k | 225.24 |
| 2022-12-31 | $3.9M | 19k | 210.52 |
| 2022-09-30 | $4.5M | 23k | 197.31 |
| 2022-06-30 | $4.7M | 23k | 207.74 |
| 2022-03-31 | $5.6M | 23k | 250.09 |
| 2021-12-31 | $6.0M | 23k | 264.45 |