iShares Russell 1000 Index shares owned by Convergent Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Convergent Wealth Advisors
from 13F filings
Historical chart of Convergent Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Convergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $1.5M | 14k | 107.07 |
| 2015-06-30 | $1.7M | 14k | 116.02 |
| 2015-03-31 | $2.6M | 23k | 115.85 |
| 2014-12-31 | $2.7M | 23k | 114.62 |
| 2014-09-30 | $3.8M | 35k | 109.87 |
| 2014-06-30 | $3.8M | 35k | 110.10 |
| 2014-03-31 | $4.3M | 42k | 104.78 |
| 2013-12-31 | $4.3M | 41k | 103.16 |
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