iShares Russell 1000 Index shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
from 13F filings
Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $483k | 1.5k | 314.39 |
| 2024-06-30 | $457k | 1.5k | 297.54 |
| 2024-03-31 | $442k | 1.5k | 288.03 |
| 2023-12-31 | $403k | 1.5k | 262.26 |
| 2023-09-30 | $361k | 1.5k | 234.91 |
| 2023-06-30 | $374k | 1.5k | 243.74 |
| 2023-03-31 | $346k | 1.5k | 225.23 |
| 2022-12-31 | $323k | 1.5k | 210.52 |
| 2022-09-30 | $303k | 1.5k | 197.39 |
| 2022-06-30 | $319k | 1.5k | 207.82 |
| 2022-03-31 | $384k | 1.5k | 250.16 |
| 2021-12-31 | $406k | 1.5k | 264.50 |
| 2021-09-30 | $371k | 1.5k | 241.69 |
| 2021-06-30 | $372k | 1.5k | 242.35 |
| 2021-03-31 | $344k | 1.5k | 224.10 |
| 2020-12-31 | $325k | 1.5k | 211.73 |
| 2020-09-30 | $287k | 1.5k | 186.97 |
| 2020-06-30 | $264k | 1.5k | 171.99 |
| 2020-03-31 | $217k | 1.5k | 141.37 |
| 2019-12-31 | $274k | 1.5k | 178.50 |
| 2019-09-30 | $253k | 1.5k | 164.82 |
| 2019-06-30 | $250k | 1.5k | 162.87 |
| 2019-03-31 | $241k | 1.5k | 157.00 |
| 2018-12-31 | $213k | 1.5k | 138.76 |
| 2018-09-30 | $248k | 1.5k | 161.56 |
| 2018-06-30 | $233k | 1.5k | 151.79 |
| 2018-03-31 | $225k | 1.5k | 146.58 |
More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners
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