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iShares Russell 1000 Index shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 1.9k 365.45
2025-06-30 $628k 1.8k 339.62
2025-03-31 $514k 1.7k 306.69
2024-12-31 $348k 1.1k 322.22
2022-06-30 $17k 80 212.50
2022-03-31 $9.0k 36 250.00
2021-12-31 $10k 36 277.78
2021-09-30 $9.0k 36 250.00
2021-06-30 $9.0k 36 250.00
2021-03-31 $33k 147 224.49
2019-06-30 $5.0k 29 172.41
2018-09-30 $5.0k 29 172.41
2018-06-30 $5.0k 36 138.89
2018-03-31 $106k 739 143.44
2017-12-31 $102k 663 153.85
2017-09-30 $184k 1.3k 141.43
2017-06-30 $139k 1.0k 135.08
2017-03-31 $71k 540 131.48
2016-12-31 $80k 635 125.98