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iShares Russell 1000 Index shares owned by Fortis Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Fortis Capital Management from 13F filings

Historical chart of Fortis Capital Management investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Fortis Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Fortis Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 679 365.68
2025-06-30 $230k 678 339.36
2025-03-31 $207k 676 306.67
2024-12-31 $217k 674 322.18
2024-09-30 $237k 754 314.36
2024-06-30 $236k 792 297.68
2024-03-31 $228k 790 288.18
2023-12-31 $207k 788 262.27