iShares Russell 1000 Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 15k | 314.38 |
| 2024-06-30 | $4.2M | 14k | 297.55 |
| 2024-03-31 | $3.7M | 13k | 288.03 |
| 2023-12-31 | $3.4M | 13k | 262.27 |
| 2023-09-30 | $2.8M | 12k | 234.91 |
| 2023-06-30 | $2.2M | 9.2k | 243.74 |
| 2023-03-31 | $2.0M | 8.7k | 225.24 |
| 2022-12-31 | $1.6M | 7.5k | 210.51 |
| 2022-09-30 | $1.4M | 7.3k | 197.25 |
| 2022-06-30 | $1.4M | 6.9k | 207.75 |
| 2022-03-31 | $1.7M | 7.0k | 250.00 |
| 2021-12-31 | $1.8M | 7.0k | 264.38 |
| 2021-09-30 | $1.6M | 6.6k | 241.73 |
| 2021-06-30 | $1.6M | 6.4k | 242.15 |
| 2021-03-31 | $1.1M | 4.7k | 223.83 |
| 2020-12-31 | $994k | 4.7k | 211.90 |
| 2020-09-30 | $1.1M | 5.7k | 187.18 |
| 2020-06-30 | $870k | 5.1k | 171.63 |
| 2020-03-31 | $537k | 3.8k | 141.50 |
| 2019-12-31 | $661k | 3.7k | 178.31 |
| 2019-09-30 | $416k | 2.5k | 164.69 |
| 2019-06-30 | $355k | 2.2k | 162.92 |
| 2019-03-31 | $332k | 2.1k | 157.42 |
| 2018-12-31 | $292k | 2.1k | 138.45 |
| 2018-09-30 | $508k | 3.1k | 161.58 |
| 2018-06-30 | $501k | 3.3k | 151.91 |
| 2018-03-31 | $459k | 3.1k | 146.69 |
| 2017-12-31 | $428k | 2.9k | 148.46 |
| 2017-09-30 | $271k | 1.9k | 140.05 |
| 2017-06-30 | $266k | 2.0k | 135.23 |
| 2017-03-31 | $217k | 1.7k | 131.36 |