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
Download as csvQuarterly 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 |