iShares Russell 1000 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 41k | 365.48 |
| 2025-06-30 | $14M | 40k | 339.57 |
| 2025-03-31 | $13M | 41k | 306.75 |
| 2024-12-31 | $8.5M | 27k | 322.17 |
| 2024-09-30 | $8.4M | 27k | 314.39 |
| 2024-06-30 | $8.0M | 27k | 297.55 |
| 2024-03-31 | $7.6M | 26k | 288.03 |
| 2023-12-31 | $6.7M | 26k | 262.27 |
| 2023-09-30 | $6.0M | 26k | 234.91 |
| 2023-06-30 | $6.3M | 26k | 243.74 |
| 2023-03-31 | $5.8M | 26k | 225.23 |
| 2022-12-31 | $5.5M | 26k | 210.52 |
| 2022-09-30 | $5.1M | 26k | 197.32 |
| 2022-06-30 | $5.9M | 28k | 207.78 |
| 2022-03-31 | $7.4M | 30k | 250.06 |
| 2021-12-31 | $5.0M | 19k | 264.42 |
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