iShares Russell 1000 Index shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $11M | 30k | 356.56 |
| 2024-12-31 | $9.0M | 28k | 322.16 |
| 2024-06-30 | $283k | 952 | 297.54 |
| 2024-03-31 | $274k | 952 | 288.03 |
| 2023-12-31 | $250k | 952 | 262.26 |
| 2023-09-30 | $224k | 952 | 234.91 |
| 2023-06-30 | $232k | 952 | 243.74 |
| 2023-03-31 | $214k | 952 | 225.23 |
| 2022-12-31 | $200k | 952 | 210.52 |
| 2020-03-31 | $229k | 1.6k | 141.36 |
| 2019-12-31 | $19M | 105k | 178.42 |
| 2017-03-31 | $1.7M | 13k | 130.77 |
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