iShares Russell 1000 Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Family Firm consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 11k | 322.16 |
| 2024-09-30 | $3.4M | 11k | 314.40 |
| 2024-06-30 | $3.4M | 11k | 297.53 |
| 2024-03-31 | $3.3M | 11k | 288.03 |
| 2023-12-31 | $3.0M | 11k | 262.26 |
| 2023-09-30 | $2.7M | 12k | 234.92 |
| 2023-06-30 | $2.8M | 12k | 243.75 |
| 2023-03-31 | $2.6M | 12k | 225.22 |
| 2022-12-31 | $2.4M | 12k | 210.53 |
| 2022-09-30 | $3.2M | 12k | 264.43 |
| 2022-06-30 | $3.2M | 12k | 264.43 |
| 2022-03-31 | $3.2M | 12k | 264.43 |
| 2021-12-31 | $3.2M | 12k | 264.43 |
| 2021-09-30 | $3.1M | 12k | 255.05 |
| 2021-06-30 | $2.9M | 12k | 242.11 |
| 2021-03-31 | $2.7M | 12k | 223.86 |
| 2020-12-31 | $2.6M | 12k | 213.64 |
| 2020-09-30 | $1.7M | 9.2k | 187.15 |
| 2020-06-30 | $2.1M | 12k | 171.68 |
| 2020-03-31 | $1.7M | 12k | 141.53 |
| 2019-12-31 | $3.1M | 17k | 178.41 |
| 2019-09-30 | $3.8M | 23k | 163.40 |
| 2019-06-30 | $3.7M | 23k | 161.54 |
| 2019-03-31 | $3.6M | 23k | 155.90 |
| 2018-12-31 | $3.1M | 23k | 136.86 |
| 2018-09-30 | $3.5M | 22k | 160.56 |
| 2018-06-30 | $3.3M | 22k | 150.37 |
| 2018-03-31 | $2.6M | 18k | 146.86 |
| 2017-12-31 | $2.8M | 19k | 148.59 |
| 2017-09-30 | $2.7M | 19k | 139.88 |
| 2017-06-30 | $2.6M | 19k | 135.29 |
| 2017-03-31 | $1.5M | 12k | 131.26 |
| 2016-12-31 | $1.5M | 12k | 124.49 |
| 2016-09-30 | $1.6M | 13k | 120.49 |
| 2016-06-30 | $1.5M | 13k | 116.92 |
| 2016-03-31 | $1.5M | 13k | 114.04 |
| 2015-12-31 | $1.5M | 13k | 113.32 |
| 2015-09-30 | $1.4M | 14k | 107.04 |
| 2015-06-30 | $1.5M | 13k | 116.05 |
| 2015-03-31 | $1.5M | 13k | 115.86 |
| 2014-12-31 | $1.5M | 13k | 114.62 |