iShares Russell 1000 Index shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $284k | 760 | 373.44 |
| 2025-09-30 | $278k | 760 | 365.48 |
| 2025-06-30 | $258k | 760 | 339.57 |
| 2025-03-31 | $233k | 760 | 306.74 |
| 2024-12-31 | $245k | 760 | 322.16 |
| 2024-09-30 | $239k | 760 | 314.39 |
| 2024-06-30 | $226k | 760 | 297.54 |
| 2024-03-31 | $219k | 760 | 288.03 |
| 2022-03-31 | $215k | 859 | 250.29 |
| 2021-12-31 | $227k | 859 | 264.26 |
| 2021-09-30 | $208k | 859 | 242.14 |
| 2021-06-30 | $210k | 867 | 242.21 |
| 2018-12-31 | $220k | 1.6k | 138.63 |
| 2018-09-30 | $257k | 1.6k | 161.94 |
| 2018-03-31 | $233k | 1.6k | 146.82 |
| 2017-12-31 | $236k | 1.6k | 148.71 |
More positions owned by Holistic Financial Partners
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