iShares Russell 1000 Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 5.4k | 322.18 |
| 2024-09-30 | $1.7M | 5.4k | 319.65 |
| 2024-06-30 | $1.6M | 5.5k | 290.57 |
| 2024-03-31 | $1.4M | 4.9k | 288.02 |
| 2023-12-31 | $1.1M | 4.2k | 262.27 |
| 2023-09-30 | $398k | 1.7k | 234.90 |
| 2023-06-30 | $284k | 1.2k | 243.73 |
| 2023-03-31 | $262k | 1.2k | 225.21 |
| 2022-03-31 | $221k | 882 | 250.57 |