iShares Russell 1000 Index shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Meridian Wealth Advisors 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 Meridian Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $905k | 3.1k | 288.03 |
2023-12-31 | $824k | 3.1k | 262.26 |
2023-09-30 | $738k | 3.1k | 234.91 |
2023-06-30 | $766k | 3.1k | 243.74 |
2023-03-31 | $708k | 3.1k | 225.23 |
2022-12-31 | $677k | 3.2k | 210.52 |
2022-09-30 | $635k | 3.2k | 197.39 |
2022-06-30 | $668k | 3.2k | 207.65 |
2022-03-31 | $804k | 3.2k | 249.92 |
2021-12-31 | $851k | 3.2k | 264.53 |
2021-09-30 | $778k | 3.2k | 241.84 |
2021-06-30 | $779k | 3.2k | 242.15 |
2021-03-31 | $720k | 3.2k | 223.81 |
2020-12-31 | $178k | 1.0k | 178.00 |
2020-09-30 | $602k | 3.2k | 187.13 |
2020-06-30 | $552k | 3.2k | 171.59 |
2020-03-31 | $455k | 3.2k | 141.44 |
2019-12-31 | $454k | 2.5k | 178.60 |
2019-09-30 | $418k | 2.5k | 164.44 |
2019-06-30 | $396k | 2.4k | 162.70 |
2019-03-31 | $383k | 2.4k | 157.35 |
2018-12-31 | $338k | 2.4k | 138.87 |