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iShares Russell 1000 Index shares owned by Latitude Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Latitude Advisors from 13F filings

Historical chart of Latitude Advisors investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 602 373.37
2023-09-30 $201k 855 234.89
2022-09-30 $316k 1.6k 197.50
2022-03-31 $488k 2.0k 250.00
2021-12-31 $624k 2.4k 264.63
2021-09-30 $570k 2.4k 241.83
2021-06-30 $275k 1.1k 242.50