iShares Russell 1000 Index shares owned by Plum Street Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 8.8k | 365.49 |
| 2025-06-30 | $3.1M | 9.1k | 339.58 |
| 2025-03-31 | $2.9M | 9.5k | 306.75 |
| 2024-12-31 | $3.2M | 9.8k | 322.17 |
| 2024-09-30 | $3.1M | 10k | 314.40 |
| 2024-06-30 | $3.1M | 10k | 297.55 |
| 2024-03-31 | $3.1M | 10k | 314.40 |
| 2023-12-31 | $2.9M | 11k | 262.25 |