iShares Russell 1000 Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 4.4k | 365.48 |
| 2025-06-30 | $1.5M | 4.4k | 339.57 |
| 2025-03-31 | $544k | 1.8k | 306.74 |
| 2024-12-31 | $603k | 1.9k | 322.16 |
| 2024-09-30 | $591k | 1.9k | 314.39 |
| 2024-06-30 | $589k | 2.0k | 297.54 |
| 2024-03-31 | $585k | 2.0k | 288.03 |
| 2023-12-31 | $533k | 2.0k | 262.26 |
| 2023-09-30 | $491k | 2.1k | 234.91 |
| 2023-06-30 | $512k | 2.1k | 243.74 |
| 2023-03-31 | $473k | 2.1k | 225.23 |
| 2022-12-31 | $454k | 2.2k | 210.52 |
| 2022-09-30 | $418k | 2.1k | 197.36 |
| 2022-06-30 | $400k | 1.9k | 207.58 |