iShares Russell 1000 Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $3.9M | 11k | 373.43 |
| 2025-09-30 | $5.9M | 16k | 365.47 |
| 2025-06-30 | $3.8M | 11k | 339.58 |
| 2025-03-31 | $205k | 667 | 306.74 |
| 2024-12-31 | $340k | 1.1k | 322.00 |
| 2024-09-30 | $165k | 524 | 314.33 |
| 2024-06-30 | $158k | 524 | 301.90 |
| 2024-03-31 | $157k | 569 | 275.98 |
| 2023-12-31 | $184k | 703 | 262.26 |
| 2023-09-30 | $176k | 749 | 234.90 |
| 2023-06-30 | $112k | 461 | 243.74 |
| 2023-03-31 | $111k | 491 | 225.23 |
| 2022-12-31 | $72k | 343 | 210.50 |
| 2022-09-30 | $29k | 147 | 200.00 |
| 2022-06-30 | $6.0k | 30 | 200.00 |
| 2022-03-31 | $4.0k | 16 | 250.00 |
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