iShares Russell 1000 Index shares owned by LWS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by LWS Wealth Advisors
from 13F filings
Historical chart of LWS Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 9.1k | 262.25 |
| 2023-09-30 | $2.2M | 9.3k | 234.86 |
| 2023-06-30 | $2.2M | 9.0k | 243.74 |
| 2023-03-31 | $2.0M | 8.7k | 225.23 |
| 2022-12-31 | $1.7M | 8.1k | 210.53 |
| 2022-09-30 | $1.4M | 6.9k | 197.38 |
| 2022-06-30 | $1.4M | 6.6k | 207.73 |
| 2022-03-31 | $1.5M | 6.1k | 250.12 |
| 2021-12-31 | $1.6M | 6.2k | 264.47 |
| 2021-09-30 | $1.5M | 6.4k | 241.70 |
| 2021-06-30 | $1.5M | 6.4k | 242.14 |
| 2021-03-31 | $1.2M | 5.4k | 223.86 |
| 2020-12-31 | $1.1M | 5.2k | 211.93 |
| 2020-09-30 | $952k | 5.1k | 187.18 |
| 2020-06-30 | $939k | 5.5k | 171.66 |
| 2020-03-31 | $793k | 5.6k | 141.51 |
| 2019-12-31 | $1.1M | 6.3k | 178.49 |