iShares Russell 1000 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth 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 Monticello Wealth 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 50k | 288.03 |
| 2024-06-30 | $15M | 50k | 297.54 |
| 2024-03-31 | $14M | 50k | 288.03 |
| 2023-12-31 | $17M | 66k | 262.26 |
| 2023-09-30 | $14M | 59k | 234.91 |
| 2021-12-31 | $7.1M | 27k | 264.42 |
| 2021-09-30 | $6.5M | 27k | 241.70 |
| 2021-06-30 | $4.8M | 20k | 242.06 |
| 2021-03-31 | $4.4M | 20k | 223.81 |
| 2020-12-31 | $4.2M | 20k | 211.84 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management