iShares Russell 1000 Index shares owned by Pathstone Family Office
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $275M | 1.2M | 234.95 |
| 2023-06-30 | $11M | 50k | 228.20 |
| 2023-03-31 | $12M | 53k | 226.08 |
| 2022-12-31 | $11M | 42k | 257.73 |
| 2022-09-30 | $9.1M | 46k | 198.94 |
| 2022-06-30 | $6.6M | 32k | 207.74 |
| 2022-03-31 | $12M | 48k | 251.20 |
| 2021-12-31 | $13M | 49k | 264.43 |
| 2021-09-30 | $12M | 48k | 241.70 |
| 2021-06-30 | $9.4M | 39k | 242.09 |
| 2021-03-31 | $10M | 46k | 223.84 |
| 2020-12-31 | $9.6M | 45k | 211.86 |
| 2020-09-30 | $6.3M | 34k | 187.07 |
| 2020-06-30 | $6.4M | 37k | 171.85 |
| 2020-03-31 | $996k | 7.0k | 141.53 |
| 2019-12-31 | $57M | 32k | 1784.20 |
| 2019-09-30 | $5.8M | 36k | 164.49 |
| 2019-06-30 | $15M | 91k | 162.76 |
| 2019-03-31 | $4.1M | 26k | 157.40 |
| 2018-12-31 | $3.5M | 25k | 138.68 |
| 2018-09-30 | $3.5M | 22k | 161.79 |
| 2018-06-30 | $3.4M | 22k | 151.98 |
| 2018-03-31 | $3.6M | 25k | 146.86 |
| 2017-12-31 | $22M | 15k | 1486.11 |
| 2017-09-30 | $2.3M | 16k | 139.85 |
| 2017-06-30 | $2.4M | 18k | 135.28 |
| 2017-03-31 | $985k | 7.5k | 131.19 |
| 2016-12-31 | $743k | 6.0k | 124.37 |
| 2016-09-30 | $896k | 7.4k | 120.38 |
| 2016-06-30 | $280k | 2.4k | 117.30 |
| 2016-03-31 | $837k | 7.3k | 114.00 |
| 2015-12-31 | $268k | 2.4k | 113.32 |
| 2015-09-30 | $707k | 6.6k | 106.96 |
| 2015-06-30 | $196k | 1.7k | 116.74 |
| 2015-03-31 | $894k | 7.7k | 115.80 |
| 2014-12-31 | $947k | 8.3k | 114.58 |
| 2014-09-30 | $907k | 8.3k | 109.86 |
| 2014-06-30 | $287k | 2.6k | 109.96 |
| 2014-03-31 | $587k | 5.6k | 104.47 |
| 2013-12-31 | $2.7M | 26k | 103.23 |
| 2013-09-30 | $2.4M | 25k | 94.15 |
| 2013-06-30 | $2.2M | 25k | 89.94 |
| 2012-12-31 | $552k | 7.0k | 79.03 |