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iShares Russell 1000 Index shares owned by Karpus Investment Management

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Karpus Investment Management from 13F filings

Historical chart of Karpus Investment 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 Karpus Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Karpus Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 86k 365.48
2025-06-30 $29M 86k 339.57
2025-03-31 $11M 37k 306.74
2023-09-30 $582k 2.5k 234.91
2023-06-30 $659k 2.7k 243.74
2023-03-31 $2.3M 10k 225.23
2022-12-31 $2.8M 13k 210.52
2022-09-30 $34M 172k 197.33
2022-06-30 $46M 220k 207.76
2022-03-31 $62M 248k 250.07
2021-12-31 $60M 228k 264.43
2021-09-30 $67M 275k 241.71
2021-06-30 $65M 270k 242.08
2021-03-31 $60M 266k 223.83
2020-12-31 $52M 244k 211.84
2020-09-30 $36M 195k 187.15
2020-06-30 $32M 187k 171.68
2020-03-31 $1.7M 12k 141.49