iShares Russell 1000 Index shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 11k | 365.48 |
| 2025-06-30 | $4.2M | 12k | 339.58 |
| 2025-03-31 | $4.3M | 14k | 306.75 |
| 2024-12-31 | $4.2M | 13k | 322.16 |
| 2024-09-30 | $3.8M | 12k | 314.39 |
| 2024-06-30 | $2.4M | 8.2k | 297.55 |
| 2024-03-31 | $1.8M | 6.1k | 288.03 |
| 2023-12-31 | $1.1M | 4.1k | 262.24 |