iShares Russell 1000 Index shares owned by Jacobus Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Jacobus Wealth Management
from 13F filings
Historical chart of Jacobus Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by Jacobus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $1.6M | 11k | 139.87 |
| 2017-06-30 | $1.5M | 11k | 135.29 |
| 2017-03-31 | $1.5M | 11k | 131.23 |
| 2016-12-31 | $1.7M | 14k | 124.44 |
| 2016-09-30 | $1.7M | 14k | 120.44 |
| 2016-06-30 | $1.7M | 14k | 116.90 |
| 2016-03-31 | $1.6M | 14k | 114.07 |
| 2015-12-31 | $1.6M | 14k | 113.30 |
| 2015-09-30 | $1.5M | 14k | 107.02 |
| 2015-06-30 | $1.5M | 13k | 116.04 |
| 2015-03-31 | $1.5M | 13k | 115.87 |
| 2014-12-31 | $1.5M | 13k | 114.66 |
| 2014-09-30 | $1.4M | 13k | 109.86 |
| 2014-06-30 | $1.7M | 16k | 110.09 |
| 2014-03-31 | $1.6M | 16k | 104.79 |
| 2013-12-31 | $1.4M | 13k | 103.16 |
| 2013-09-30 | $1.2M | 13k | 94.18 |
| 2013-06-30 | $1.2M | 13k | 89.96 |
| 2013-03-31 | $1.1M | 12k | 87.20 |
| 2012-12-31 | $910k | 12k | 79.13 |
| 2012-09-30 | $973k | 12k | 79.46 |
| 2012-06-30 | $921k | 12k | 75.21 |
| 2012-03-31 | $955k | 12k | 77.99 |
| 2011-12-31 | $849k | 12k | 69.33 |
| 2011-09-30 | $862k | 14k | 62.57 |
| 2011-06-30 | $1.0M | 14k | 73.91 |
| 2011-03-31 | $1.0M | 14k | 73.85 |