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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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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
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