iShares Russell 1000 Index shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Lake Street Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $973k | 3.4k | 288.03 |
2023-12-31 | $886k | 3.4k | 262.26 |
2023-09-30 | $796k | 3.4k | 235.67 |
2023-06-30 | $787k | 3.2k | 243.74 |
2023-03-31 | $728k | 3.2k | 225.23 |
2022-12-31 | $680k | 3.2k | 210.52 |
2022-09-30 | $657k | 3.3k | 197.30 |
2022-06-30 | $668k | 3.2k | 207.71 |
2022-03-31 | $798k | 3.2k | 250.00 |
2021-12-31 | $844k | 3.2k | 264.41 |