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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Morris Financial Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |