iShares Russell 1000 Index shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $732k | 2.3k | 322.17 |
| 2024-09-30 | $837k | 2.7k | 314.42 |
| 2024-06-30 | $903k | 3.0k | 297.58 |
| 2024-03-31 | $764k | 2.7k | 288.03 |
| 2023-12-31 | $6.1M | 23k | 262.26 |