iShares Russell 1000 Index shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Meritage Portfolio Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $910k | 2.8k | 322.16 |
| 2024-09-30 | $888k | 2.8k | 314.45 |
| 2024-06-30 | $840k | 2.8k | 297.45 |
| 2024-03-31 | $813k | 2.8k | 287.89 |
| 2023-12-31 | $741k | 2.8k | 262.39 |
| 2023-09-30 | $663k | 2.8k | 234.77 |
| 2023-06-30 | $688k | 2.8k | 243.63 |
| 2023-03-31 | $636k | 2.8k | 225.21 |
| 2022-12-31 | $595k | 2.8k | 210.69 |
| 2022-09-30 | $557k | 2.8k | 197.24 |
| 2022-06-30 | $587k | 2.8k | 207.86 |
| 2022-03-31 | $706k | 2.8k | 250.00 |
| 2021-12-31 | $747k | 2.8k | 264.52 |
| 2021-09-30 | $683k | 2.8k | 241.86 |
| 2021-06-30 | $684k | 2.8k | 242.21 |
| 2021-03-31 | $632k | 2.8k | 223.80 |
| 2020-12-31 | $598k | 2.8k | 211.76 |
| 2020-09-30 | $529k | 2.8k | 187.32 |
| 2020-06-30 | $485k | 2.8k | 171.74 |
| 2011-03-31 | $230k | 3.1k | 73.79 |
More positions owned by Meritage Portfolio Management
View all positions for Meritage Portfolio Management