iShares Russell 1000 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $91k | 374 | 243.74 |
| 2023-03-31 | $84k | 374 | 225.23 |
| 2022-12-31 | $79k | 374 | 210.52 |
| 2022-09-30 | $74k | 374 | 197.86 |
| 2022-06-30 | $78k | 374 | 208.56 |
| 2022-03-31 | $94k | 374 | 251.34 |
| 2021-12-31 | $99k | 374 | 264.71 |
| 2021-09-30 | $90k | 374 | 240.64 |
| 2021-06-30 | $91k | 374 | 243.32 |
| 2021-03-31 | $106k | 474 | 223.63 |
| 2020-12-31 | $100k | 474 | 210.97 |