iShares Russell 1000 Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $47k | 130 | 361.54 |
| 2025-06-30 | $44k | 130 | 338.46 |
| 2024-12-31 | $41k | 130 | 315.38 |
| 2024-09-30 | $40k | 130 | 307.69 |
| 2024-06-30 | $38k | 130 | 292.31 |
| 2024-03-31 | $38k | 130 | 292.31 |
| 2023-12-31 | $34k | 130 | 261.54 |
| 2023-09-30 | $30k | 130 | 230.77 |
| 2023-06-30 | $31k | 130 | 238.46 |
| 2023-03-31 | $27k | 130 | 207.69 |
| 2022-12-31 | $25k | 130 | 192.31 |
| 2022-09-30 | $26k | 130 | 200.00 |
| 2022-06-30 | $24k | 116 | 206.90 |
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