iShares Russell 1000 Index shares owned by JMG Financial Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 41k | 365.48 |
| 2025-06-30 | $14M | 41k | 339.57 |
| 2025-03-31 | $13M | 41k | 306.74 |
| 2024-12-31 | $13M | 41k | 322.16 |
| 2024-09-30 | $13M | 42k | 314.39 |
| 2024-06-30 | $11M | 37k | 297.54 |
| 2024-03-31 | $11M | 38k | 288.03 |
| 2023-12-31 | $10M | 39k | 262.26 |
| 2023-09-30 | $10M | 43k | 234.91 |
| 2023-06-30 | $11M | 44k | 243.74 |
| 2023-03-31 | $9.9M | 44k | 225.23 |
| 2022-12-31 | $9.5M | 45k | 210.52 |
| 2022-09-30 | $9.3M | 47k | 197.33 |
| 2022-06-30 | $9.6M | 46k | 207.75 |
| 2022-03-31 | $11M | 45k | 250.06 |
| 2021-12-31 | $12M | 45k | 264.42 |
| 2021-09-30 | $11M | 45k | 241.71 |
| 2021-06-30 | $11M | 45k | 242.08 |
| 2021-03-31 | $10M | 45k | 223.84 |
| 2020-12-31 | $10M | 49k | 211.83 |
| 2020-09-30 | $8.6M | 46k | 187.14 |
| 2020-06-30 | $7.8M | 46k | 171.68 |
| 2020-03-31 | $6.0M | 43k | 141.52 |
| 2019-12-31 | $6.5M | 36k | 178.43 |
| 2019-09-30 | $6.1M | 37k | 164.55 |
| 2019-06-30 | $6.0M | 37k | 162.80 |
| 2019-03-31 | $5.8M | 37k | 157.32 |
| 2018-12-31 | $6.6M | 47k | 138.68 |
| 2018-09-30 | $5.6M | 35k | 161.71 |
| 2018-06-30 | $5.4M | 35k | 151.99 |
| 2018-03-31 | $4.8M | 33k | 146.85 |
| 2017-12-31 | $5.0M | 34k | 148.61 |
| 2017-09-30 | $4.7M | 34k | 139.89 |
| 2017-06-30 | $4.9M | 36k | 135.28 |
| 2017-03-31 | $4.7M | 36k | 131.25 |
| 2016-12-31 | $4.4M | 35k | 124.46 |
| 2016-09-30 | $4.7M | 39k | 120.46 |
| 2016-06-30 | $4.6M | 39k | 116.88 |
| 2016-03-31 | $4.5M | 39k | 114.07 |
| 2015-12-31 | $6.3M | 55k | 113.30 |
| 2015-09-30 | $5.9M | 55k | 107.05 |
| 2015-06-30 | $3.9M | 34k | 116.05 |
| 2015-03-31 | $3.9M | 34k | 115.86 |
| 2014-12-31 | $3.8M | 33k | 114.63 |
| 2014-09-30 | $3.7M | 33k | 109.87 |
| 2014-06-30 | $3.6M | 33k | 110.11 |
| 2014-03-31 | $3.7M | 35k | 104.78 |
| 2013-12-31 | $3.6M | 35k | 103.17 |
| 2013-09-30 | $3.3M | 35k | 94.18 |
| 2013-06-30 | $3.3M | 36k | 89.92 |
| 2013-03-31 | $3.3M | 38k | 87.21 |
| 2012-12-31 | $3.1M | 39k | 79.16 |
| 2012-09-30 | $3.5M | 44k | 79.48 |
| 2012-06-30 | $3.3M | 45k | 75.22 |
| 2012-03-31 | $3.5M | 45k | 77.95 |
| 2011-12-31 | $3.1M | 45k | 69.37 |
| 2011-09-30 | $2.7M | 43k | 62.53 |
| 2011-06-30 | $3.1M | 43k | 73.88 |
| 2011-03-31 | $3.5M | 47k | 73.88 |