iShares Russell 1000 Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 10k | 314.38 |
| 2024-06-30 | $3.0M | 10k | 297.56 |
| 2024-03-31 | $2.9M | 10k | 288.00 |
| 2023-12-31 | $2.8M | 11k | 262.29 |
| 2023-09-30 | $2.5M | 11k | 234.87 |
| 2023-06-30 | $2.9M | 12k | 243.76 |
| 2023-03-31 | $2.7M | 12k | 225.24 |
| 2022-12-31 | $2.5M | 12k | 210.49 |
| 2022-09-30 | $2.3M | 12k | 197.30 |
| 2022-06-30 | $2.4M | 12k | 207.79 |
| 2022-03-31 | $3.0M | 12k | 250.10 |
| 2021-12-31 | $3.2M | 12k | 264.40 |
| 2021-09-30 | $2.9M | 12k | 241.69 |
| 2021-06-30 | $2.9M | 12k | 242.06 |
| 2021-03-31 | $2.7M | 12k | 223.84 |
| 2020-12-31 | $2.5M | 12k | 211.87 |
| 2020-09-30 | $2.2M | 12k | 187.19 |
| 2020-06-30 | $2.0M | 12k | 171.71 |
| 2020-03-31 | $1.7M | 12k | 141.51 |
| 2019-12-31 | $2.1M | 12k | 178.41 |
| 2019-09-30 | $2.0M | 12k | 164.54 |
| 2019-06-30 | $2.0M | 12k | 162.77 |
| 2019-03-31 | $1.9M | 12k | 157.31 |
| 2018-12-31 | $1.7M | 12k | 138.64 |
| 2018-09-30 | $1.9M | 12k | 161.67 |
| 2018-06-30 | $1.8M | 12k | 151.94 |
| 2018-03-31 | $1.8M | 12k | 146.84 |
| 2017-12-31 | $1.8M | 12k | 148.56 |
| 2017-09-30 | $1.7M | 12k | 139.81 |
| 2017-06-30 | $1.6M | 12k | 135.24 |
| 2017-03-31 | $1.5M | 12k | 124.42 |
| 2016-12-31 | $1.5M | 12k | 124.42 |
| 2016-09-30 | $1.4M | 12k | 120.41 |
| 2016-06-30 | $1.4M | 12k | 116.82 |
| 2016-03-31 | $1.4M | 12k | 114.04 |
| 2015-12-31 | $1.4M | 12k | 113.29 |
| 2015-09-30 | $1.3M | 12k | 107.04 |
| 2015-06-30 | $1.4M | 12k | 116.01 |
| 2015-03-31 | $1.4M | 12k | 115.85 |
| 2014-12-31 | $482k | 4.2k | 114.46 |
| 2014-09-30 | $1.3M | 12k | 109.89 |
| 2014-06-30 | $459k | 4.2k | 109.94 |
| 2014-03-31 | $435k | 4.2k | 104.62 |
| 2013-12-31 | $442k | 4.7k | 94.00 |
| 2013-09-30 | $442k | 4.7k | 94.00 |
| 2013-06-30 | $450k | 5.0k | 89.77 |