iShares Russell 1000 Index shares owned by Instrumental Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.3k | 372.43 |
| 2025-06-30 | $1.2M | 3.5k | 341.77 |
| 2025-03-31 | $1.1M | 3.5k | 302.35 |
| 2024-12-31 | $1.2M | 3.5k | 329.74 |
| 2024-09-30 | $1.1M | 3.5k | 320.37 |
| 2024-06-30 | $1.3M | 4.4k | 295.18 |
| 2024-03-31 | $1.3M | 4.4k | 290.30 |
| 2023-12-31 | $1.2M | 4.4k | 267.04 |
| 2023-09-30 | $1.1M | 4.4k | 239.59 |
| 2023-06-30 | $1.1M | 4.4k | 245.72 |
| 2023-03-31 | $985k | 4.4k | 223.74 |