iShares Russell 1000 Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $18M | 61k | 297.54 |
| 2024-03-31 | $18M | 61k | 288.03 |
| 2023-12-31 | $16M | 61k | 262.26 |
| 2023-09-30 | $14M | 61k | 234.91 |
| 2023-06-30 | $15M | 61k | 243.74 |
| 2023-03-31 | $14M | 61k | 225.23 |
| 2022-12-31 | $13M | 61k | 210.52 |
| 2022-09-30 | $13M | 64k | 197.32 |
| 2022-06-30 | $13M | 64k | 207.75 |
| 2022-03-31 | $16M | 64k | 250.07 |
| 2021-12-31 | $18M | 67k | 264.44 |
| 2021-09-30 | $17M | 69k | 241.72 |
| 2021-06-30 | $17M | 70k | 242.09 |
| 2021-03-31 | $16M | 70k | 223.84 |
| 2020-12-31 | $15M | 70k | 211.84 |
| 2020-09-30 | $14M | 73k | 187.15 |
| 2020-06-30 | $13M | 73k | 171.67 |
| 2020-03-31 | $11M | 74k | 141.53 |
| 2019-12-31 | $13M | 75k | 178.43 |
| 2019-09-30 | $12M | 76k | 164.54 |
| 2019-06-30 | $12M | 76k | 162.79 |
| 2019-03-31 | $12M | 77k | 157.31 |
| 2018-12-31 | $11M | 77k | 138.69 |
| 2018-09-30 | $2.5M | 15k | 161.71 |
| 2018-06-30 | $2.3M | 15k | 151.99 |
| 2018-03-31 | $2.3M | 15k | 146.86 |
| 2017-12-31 | $2.2M | 15k | 148.64 |
| 2017-09-30 | $2.2M | 16k | 139.86 |
| 2017-06-30 | $2.1M | 16k | 135.24 |
| 2017-03-31 | $2.1M | 16k | 131.22 |
| 2016-12-31 | $2.1M | 17k | 124.46 |
| 2016-09-30 | $2.1M | 17k | 120.45 |
| 2016-06-30 | $2.0M | 17k | 116.91 |
| 2016-03-31 | $2.0M | 17k | 114.05 |
| 2015-12-31 | $2.0M | 17k | 113.28 |
| 2015-09-30 | $1.8M | 17k | 107.38 |
| 2015-06-30 | $2.0M | 17k | 116.06 |
| 2015-03-31 | $2.0M | 17k | 115.83 |
| 2014-12-31 | $2.0M | 17k | 114.65 |
| 2014-09-30 | $1.9M | 17k | 109.85 |
| 2014-06-30 | $1.9M | 17k | 110.13 |
| 2014-03-31 | $1.8M | 17k | 104.80 |
| 2013-12-31 | $1.9M | 18k | 103.19 |