iShares Russell 1000 Index shares owned by Financial Services Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory 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 Services Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 11k | 365.48 |
| 2025-06-30 | $3.8M | 11k | 339.57 |
| 2025-03-31 | $3.5M | 11k | 306.74 |
| 2024-12-31 | $19M | 59k | 322.16 |
| 2024-09-30 | $18M | 57k | 314.39 |
| 2024-06-30 | $17M | 57k | 297.54 |
| 2024-03-31 | $16M | 56k | 288.03 |
| 2023-12-31 | $15M | 56k | 262.26 |
| 2021-12-31 | $714k | 4.8k | 148.55 |
| 2021-09-30 | $823k | 3.4k | 241.63 |
| 2021-06-30 | $858k | 3.5k | 242.17 |
| 2021-03-31 | $696k | 3.1k | 223.94 |
| 2020-12-31 | $1.0M | 4.9k | 211.78 |
| 2020-09-30 | $911k | 4.9k | 187.14 |
| 2020-06-30 | $9.7M | 57k | 171.69 |
More positions owned by Financial Services Advisory
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