iShares Russell 1000 Index shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by MPS Loria Financial Planners 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 MPS Loria Financial Planners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $121M | 384k | 314.39 |
2024-06-30 | $113M | 380k | 297.54 |
2024-03-31 | $111M | 386k | 288.03 |
2023-12-31 | $96M | 365k | 262.26 |
2023-09-30 | $86M | 366k | 235.02 |
2023-06-30 | $88M | 360k | 243.74 |
2023-03-31 | $82M | 365k | 225.23 |
2022-12-31 | $78M | 372k | 210.52 |
2022-09-30 | $67M | 339k | 197.33 |
2022-06-30 | $75M | 363k | 207.76 |
2022-03-31 | $89M | 356k | 250.07 |
2021-12-31 | $94M | 355k | 264.43 |
2021-09-30 | $86M | 355k | 241.71 |
2021-06-30 | $84M | 347k | 242.08 |
2021-03-31 | $76M | 338k | 223.83 |
2020-12-31 | $69M | 328k | 208.89 |
2020-09-30 | $62M | 333k | 187.15 |
2020-06-30 | $58M | 335k | 171.68 |
2020-03-31 | $46M | 327k | 141.53 |
2019-12-31 | $59M | 329k | 178.42 |
2019-09-30 | $54M | 330k | 164.54 |
2019-06-30 | $54M | 332k | 162.79 |
2019-03-31 | $51M | 325k | 157.31 |
2018-12-31 | $45M | 325k | 138.69 |
2018-09-30 | $51M | 317k | 160.17 |
2018-03-31 | $44M | 301k | 146.86 |
2017-12-31 | $45M | 301k | 148.61 |
2017-09-30 | $42M | 303k | 139.88 |
2017-06-30 | $41M | 301k | 136.94 |
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