iShares Russell 1000 Index shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $456k | 1.5k | 314.39 |
| 2024-06-30 | $431k | 1.5k | 297.54 |
| 2024-03-31 | $418k | 1.5k | 288.03 |
| 2023-12-31 | $380k | 1.5k | 262.26 |
| 2023-09-30 | $341k | 1.5k | 234.91 |
| 2023-06-30 | $353k | 1.5k | 243.74 |
| 2023-03-31 | $327k | 1.5k | 225.23 |
| 2022-12-31 | $305k | 1.5k | 210.52 |
| 2022-09-30 | $286k | 1.5k | 197.24 |
| 2022-06-30 | $301k | 1.5k | 207.59 |