iShares Russell 1000 Index shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 787 | 365.48 |
| 2025-06-30 | $267k | 787 | 339.57 |
| 2025-03-31 | $251k | 819 | 306.56 |
| 2024-12-31 | $244k | 757 | 321.95 |
| 2024-09-30 | $246k | 782 | 314.19 |
| 2024-06-30 | $235k | 791 | 297.54 |
| 2022-06-30 | $945k | 4.6k | 207.69 |
| 2021-03-31 | $207k | 925 | 223.78 |
| 2020-12-31 | $217k | 1.0k | 211.50 |