iShares Russell 1000 Index shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 1.7k | 365.48 |
| 2025-06-30 | $615k | 1.8k | 339.57 |
| 2025-03-31 | $556k | 1.8k | 306.74 |
| 2024-12-31 | $621k | 1.9k | 322.16 |
| 2024-09-30 | $918k | 2.9k | 314.39 |
| 2024-06-30 | $915k | 3.1k | 297.54 |
| 2024-03-31 | $854k | 3.0k | 288.03 |