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iShares Russell 1000 Index shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Intercontinental Wealth Advisors from 13F filings

Historical chart of Intercontinental Wealth Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.1M 4.7k 243.74
2023-03-31 $1.0M 4.7k 225.23
2022-12-31 $985k 4.7k 210.52
2022-09-30 $1.0M 5.1k 197.39
2022-06-30 $1.1M 5.1k 207.68