iShares Russell 1000 Index shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Madison Wealth Partners 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 Madison Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $327k | 1.0k | 314.52 |
2024-06-30 | $310k | 1.0k | 297.66 |
2024-03-31 | $300k | 1.0k | 288.15 |
2023-12-31 | $242k | 924 | 262.26 |
2023-09-30 | $217k | 924 | 234.91 |
2023-06-30 | $226k | 928 | 243.74 |
2023-03-31 | $209k | 928 | 225.23 |
2022-06-30 | $213k | 1.0k | 207.80 |