iShares Russell 1000 Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 58k | 314.39 |
| 2024-06-30 | $16M | 55k | 297.54 |
| 2024-03-31 | $17M | 57k | 288.02 |
| 2023-09-30 | $13M | 55k | 234.91 |
| 2023-06-30 | $13M | 52k | 243.74 |
| 2023-03-31 | $10M | 46k | 225.23 |
| 2022-12-31 | $9.0M | 43k | 210.51 |
| 2022-09-30 | $9.1M | 46k | 197.34 |
| 2022-06-30 | $10M | 48k | 207.76 |
| 2022-03-31 | $4.5M | 18k | 250.07 |
| 2021-12-31 | $1.0M | 3.8k | 264.29 |
| 2021-09-30 | $645k | 2.7k | 241.75 |
| 2021-06-30 | $390k | 1.6k | 242.24 |
| 2021-03-31 | $374k | 1.7k | 223.55 |
| 2020-12-31 | $348k | 1.6k | 212.07 |
| 2020-09-30 | $315k | 1.7k | 187.39 |
| 2020-06-30 | $297k | 1.7k | 171.78 |
| 2020-03-31 | $249k | 1.8k | 141.64 |
| 2019-12-31 | $411k | 2.3k | 178.39 |
| 2019-09-30 | $346k | 2.1k | 164.68 |
| 2019-06-30 | $334k | 2.1k | 162.85 |
| 2019-03-31 | $213k | 1.4k | 157.31 |
| 2018-03-31 | $221k | 1.5k | 143.69 |
| 2017-12-31 | $240k | 1.6k | 152.48 |
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