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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

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Quarterly 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