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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Crestwood Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |