iShares Russell 1000 Index shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $287k | 913 | 314.39 |
| 2024-06-30 | $272k | 913 | 297.54 |
| 2024-03-31 | $263k | 913 | 288.03 |
| 2023-12-31 | $239k | 913 | 262.26 |
| 2023-09-30 | $215k | 913 | 234.91 |
| 2023-06-30 | $223k | 913 | 243.74 |
| 2023-03-31 | $206k | 913 | 225.23 |
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