iShares Russell 1000 Index shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 34k | 365.48 |
| 2025-06-30 | $13M | 37k | 339.57 |
| 2025-03-31 | $11M | 36k | 306.73 |
| 2024-12-31 | $11M | 35k | 322.16 |
| 2024-09-30 | $13M | 41k | 314.39 |
| 2024-06-30 | $13M | 43k | 297.54 |
| 2024-03-31 | $12M | 43k | 288.03 |
| 2023-12-31 | $32M | 124k | 262.26 |
| 2023-09-30 | $27M | 117k | 234.91 |
| 2023-06-30 | $11M | 45k | 245.04 |
| 2023-03-31 | $10M | 45k | 225.23 |
| 2022-12-31 | $1.5M | 46k | 32.90 |
| 2022-09-30 | $9.6M | 48k | 197.32 |
| 2022-06-30 | $17M | 83k | 207.77 |
| 2022-03-31 | $23M | 86k | 264.44 |
| 2021-12-31 | $23M | 86k | 264.44 |
| 2021-09-30 | $29M | 120k | 241.71 |
| 2021-06-30 | $21M | 85k | 242.07 |
| 2021-03-31 | $19M | 85k | 223.83 |
| 2020-12-31 | $25M | 119k | 211.84 |
| 2020-09-30 | $20M | 111k | 181.09 |
| 2020-06-30 | $21M | 124k | 171.69 |
| 2020-03-31 | $20M | 138k | 141.53 |
| 2019-12-31 | $25M | 142k | 178.42 |
| 2019-09-30 | $28M | 167k | 165.55 |
| 2019-06-30 | $22M | 132k | 162.79 |
| 2019-03-31 | $15M | 96k | 157.33 |
| 2018-12-31 | $15M | 107k | 140.44 |
| 2018-09-30 | $12M | 73k | 161.72 |
| 2018-06-30 | $6.3M | 41k | 152.34 |
| 2018-03-31 | $6.7M | 46k | 146.87 |
| 2017-12-31 | $8.0M | 53k | 151.23 |
| 2017-09-30 | $13M | 93k | 141.44 |
| 2017-06-30 | $13M | 95k | 134.83 |
| 2017-03-31 | $11M | 87k | 130.66 |
| 2016-12-31 | $9.4M | 74k | 126.60 |
| 2016-09-30 | $5.6M | 47k | 119.55 |
| 2016-06-30 | $11M | 86k | 132.85 |
| 2016-03-31 | $6.8M | 47k | 144.05 |
| 2015-12-31 | $12M | 107k | 113.31 |
| 2015-09-30 | $11M | 98k | 107.05 |
| 2015-06-30 | $11M | 97k | 116.04 |
| 2015-03-31 | $13M | 111k | 115.85 |
| 2014-12-31 | $13M | 112k | 114.63 |
| 2014-09-30 | $13M | 122k | 109.87 |
| 2014-06-30 | $4.4M | 40k | 110.11 |
| 2014-03-31 | $3.6M | 35k | 104.78 |
| 2013-12-31 | $3.5M | 34k | 103.17 |