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iShares Russell 1000 Index shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 15k 262.27
2023-09-30 $4.5M 19k 234.91
2023-06-30 $5.6M 23k 243.75
2023-03-31 $5.2M 23k 225.21
2022-12-31 $4.8M 23k 210.50
2022-09-30 $4.7M 24k 197.32
2022-06-30 $6.2M 30k 207.75
2022-03-31 $6.1M 25k 250.19
2021-12-31 $7.0M 26k 264.27
2021-09-30 $6.4M 27k 241.72
2021-06-30 $6.4M 26k 242.00