iShares Russell 1000 Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 9.6k | 365.48 |
| 2025-06-30 | $2.8M | 8.1k | 339.57 |
| 2025-03-31 | $2.5M | 8.3k | 306.74 |
| 2024-12-31 | $2.4M | 7.4k | 322.16 |
| 2024-09-30 | $1.6M | 5.2k | 314.39 |
| 2024-06-30 | $1.0M | 3.4k | 297.54 |
| 2024-03-31 | $1.0M | 3.5k | 288.03 |
| 2023-12-31 | $845k | 3.2k | 262.26 |
| 2023-09-30 | $757k | 3.2k | 234.91 |
| 2023-06-30 | $807k | 3.3k | 243.72 |
| 2023-03-31 | $708k | 3.1k | 225.21 |
| 2022-12-31 | $670k | 3.2k | 210.50 |
| 2022-09-30 | $628k | 3.2k | 197.24 |
| 2022-06-30 | $661k | 3.2k | 207.60 |
| 2022-03-31 | $796k | 3.2k | 250.00 |
| 2021-12-31 | $794k | 3.0k | 264.31 |
| 2021-09-30 | $736k | 3.0k | 241.79 |
| 2021-06-30 | $737k | 3.0k | 242.12 |
| 2021-03-31 | $681k | 3.0k | 223.72 |
| 2020-12-31 | $621k | 2.9k | 211.80 |
| 2020-09-30 | $549k | 2.9k | 187.24 |
| 2020-06-30 | $494k | 2.9k | 171.83 |
| 2020-03-31 | $428k | 3.0k | 141.67 |
| 2019-12-31 | $566k | 3.2k | 178.49 |
| 2019-09-30 | $522k | 3.2k | 164.62 |
| 2017-03-31 | $15k | 111 | 135.14 |
| 2015-12-31 | $219k | 1.9k | 113.30 |
| 2015-09-30 | $234k | 2.2k | 106.90 |
| 2015-06-30 | $254k | 2.2k | 116.03 |
| 2015-03-31 | $254k | 2.2k | 116.03 |
| 2014-12-31 | $251k | 2.2k | 114.66 |