iShares Russell 1000 Index shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 26k | 409.50 |
| 2026-03-31 | $2.7M | 7.5k | 359.36 |
| 2025-12-31 | $2.4M | 6.4k | 373.41 |
| 2025-09-30 | $914k | 2.5k | 365.48 |
| 2025-06-30 | $792k | 2.3k | 339.57 |
| 2025-03-31 | $699k | 2.3k | 306.74 |
| 2024-12-31 | $433k | 1.3k | 322.16 |
| 2024-09-30 | $357k | 1.1k | 314.42 |
| 2024-06-30 | $334k | 1.1k | 297.54 |
| 2024-03-31 | $323k | 1.1k | 288.03 |
| 2023-12-31 | $294k | 1.1k | 262.26 |