iShares Russell 1000 Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by J.w. Cole 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 13k | 365.48 |
| 2025-06-30 | $4.0M | 12k | 339.58 |
| 2025-03-31 | $2.2M | 7.1k | 306.72 |
| 2024-12-31 | $1.5M | 4.8k | 322.17 |
| 2024-09-30 | $1.5M | 4.7k | 314.38 |
| 2024-06-30 | $1.4M | 4.6k | 297.52 |
| 2024-03-31 | $1.3M | 4.5k | 287.91 |
| 2023-12-31 | $1.1M | 4.3k | 262.25 |
| 2023-09-30 | $413k | 1.8k | 234.89 |
| 2023-06-30 | $410k | 1.7k | 243.70 |
| 2023-03-31 | $639k | 2.8k | 225.21 |
| 2022-12-31 | $1.1M | 5.2k | 210.56 |
| 2022-09-30 | $793k | 4.0k | 197.26 |
| 2022-06-30 | $835k | 4.0k | 207.81 |
| 2022-03-31 | $1.0M | 4.1k | 250.00 |
| 2021-12-31 | $1.2M | 4.5k | 264.42 |
| 2021-06-30 | $977k | 4.0k | 241.95 |
| 2021-03-31 | $894k | 4.0k | 223.89 |
| 2020-12-31 | $761k | 3.6k | 211.80 |
| 2020-09-30 | $667k | 3.6k | 187.20 |
| 2019-12-31 | $479k | 2.7k | 178.27 |