HB Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by HB Wealth Management

Quarter filed Position value Share count Share price at filing
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