iShares Russell 1000 Index shares owned by James Investment Research
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by James Investment Research
from 13F filings
Historical chart of James Investment Research investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by James Investment Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 7.3k | 365.48 |
| 2025-06-30 | $2.5M | 7.3k | 339.57 |
| 2025-03-31 | $2.3M | 7.6k | 306.74 |
| 2024-12-31 | $2.6M | 7.9k | 322.16 |
| 2024-09-30 | $2.5M | 8.0k | 314.39 |
| 2024-06-30 | $2.4M | 8.1k | 297.54 |
| 2024-03-31 | $2.3M | 8.1k | 288.03 |
| 2023-12-31 | $2.1M | 7.9k | 262.26 |
| 2023-09-30 | $2.1M | 8.8k | 234.91 |
| 2023-06-30 | $2.3M | 9.3k | 243.74 |
| 2023-03-31 | $2.4M | 11k | 225.24 |
| 2022-12-31 | $2.2M | 11k | 210.55 |
| 2022-09-30 | $2.1M | 11k | 197.32 |
| 2022-06-30 | $2.1M | 10k | 207.74 |
| 2022-03-31 | $2.7M | 11k | 250.07 |
| 2021-12-31 | $3.0M | 11k | 264.39 |
| 2021-09-30 | $2.7M | 11k | 241.68 |
| 2021-06-30 | $3.0M | 13k | 242.08 |
| 2021-03-31 | $2.9M | 13k | 223.82 |
| 2020-12-31 | $4.2M | 20k | 211.85 |
| 2020-09-30 | $5.0M | 27k | 187.17 |
| 2020-06-30 | $5.5M | 32k | 171.70 |
| 2020-03-31 | $4.7M | 34k | 141.53 |
| 2019-12-31 | $7.8M | 44k | 178.41 |
| 2019-09-30 | $7.5M | 45k | 164.54 |
| 2019-06-30 | $7.0M | 43k | 162.80 |
| 2019-03-31 | $8.3M | 53k | 157.32 |
| 2018-12-31 | $8.9M | 64k | 138.69 |
| 2018-09-30 | $6.9M | 43k | 161.72 |
| 2018-06-30 | $3.8M | 25k | 152.00 |
| 2018-03-31 | $624k | 4.3k | 146.82 |
| 2017-12-31 | $1.2M | 8.1k | 148.65 |
| 2017-09-30 | $1.5M | 11k | 139.91 |
| 2017-06-30 | $6.6M | 49k | 135.24 |
| 2017-03-31 | $7.6M | 58k | 131.28 |
| 2016-12-31 | $7.8M | 62k | 124.48 |