iShares Russell 1000 Index shares owned by Financial Alternatives
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Financial Alternatives
from 13F filings
Historical chart of Financial Alternatives investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Financial Alternatives consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Financial Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 851 | 365.48 |
| 2025-06-30 | $289k | 851 | 339.57 |
| 2025-03-31 | $261k | 851 | 306.74 |
| 2024-12-31 | $274k | 851 | 322.16 |
| 2024-09-30 | $268k | 851 | 314.39 |
| 2024-06-30 | $253k | 851 | 297.54 |
| 2024-03-31 | $245k | 851 | 288.03 |
| 2023-09-30 | $262k | 1.1k | 234.91 |
| 2023-06-30 | $272k | 1.1k | 243.74 |
| 2023-03-31 | $252k | 1.1k | 225.23 |
| 2022-12-31 | $235k | 1.1k | 210.52 |