iShares Russell 1000 Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $521k | 1.7k | 314.39 |
| 2024-06-30 | $502k | 1.7k | 297.54 |
| 2024-03-31 | $486k | 1.7k | 288.03 |
| 2023-12-31 | $430k | 1.6k | 262.26 |
| 2023-09-30 | $429k | 1.8k | 234.91 |
| 2023-06-30 | $445k | 1.8k | 243.74 |
| 2023-03-31 | $411k | 1.8k | 225.23 |
| 2022-12-31 | $386k | 1.8k | 210.52 |
| 2022-09-30 | $362k | 1.8k | 197.49 |
| 2022-06-30 | $381k | 1.8k | 207.86 |
| 2022-03-31 | $412k | 1.6k | 250.00 |
| 2021-12-31 | $436k | 1.6k | 264.56 |
| 2021-09-30 | $398k | 1.6k | 241.50 |
| 2021-06-30 | $399k | 1.6k | 242.11 |
| 2021-03-31 | $397k | 1.8k | 223.79 |
| 2020-12-31 | $376k | 1.8k | 211.95 |
| 2020-09-30 | $332k | 1.8k | 187.15 |
| 2020-06-30 | $339k | 2.0k | 171.56 |
| 2020-03-31 | $290k | 2.1k | 141.46 |
| 2019-12-31 | $374k | 2.1k | 178.52 |
| 2019-09-30 | $347k | 2.1k | 164.77 |
| 2019-06-30 | $343k | 2.1k | 162.87 |
| 2019-03-31 | $371k | 2.4k | 157.47 |
| 2018-12-31 | $327k | 2.4k | 138.79 |
| 2018-09-30 | $408k | 2.5k | 161.78 |
| 2018-06-30 | $383k | 2.5k | 151.86 |
| 2018-03-31 | $370k | 2.5k | 146.71 |
| 2017-12-31 | $375k | 2.5k | 148.69 |
| 2017-09-30 | $293k | 2.1k | 139.66 |
| 2017-06-30 | $284k | 2.1k | 135.37 |
| 2017-03-31 | $275k | 2.1k | 131.08 |
| 2016-12-31 | $274k | 2.2k | 124.46 |
| 2016-09-30 | $263k | 2.2k | 119.49 |
| 2016-06-30 | $258k | 2.2k | 117.15 |
| 2016-03-31 | $252k | 2.2k | 114.65 |