iShares Russell 1000 Index shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Reilly Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Reilly Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-12-31 | $132k | 500 | 264.00 |
2021-09-30 | $121k | 500 | 242.00 |
2021-06-30 | $121k | 500 | 242.00 |
2021-03-31 | $112k | 500 | 224.00 |
2020-12-31 | $148k | 700 | 211.43 |
2020-09-30 | $131k | 700 | 187.14 |
2020-06-30 | $120k | 700 | 171.43 |
2020-03-31 | $99k | 700 | 141.43 |
2019-12-31 | $125k | 700 | 178.57 |
2019-09-30 | $115k | 700 | 164.29 |
2019-06-30 | $33k | 200 | 165.00 |
2019-03-31 | $63k | 400 | 157.50 |
2018-12-31 | $55k | 400 | 137.50 |
2018-09-30 | $32k | 200 | 160.00 |
2018-06-30 | $30k | 200 | 150.00 |
2018-03-31 | $29k | 200 | 145.00 |
2017-12-31 | $30k | 200 | 150.00 |
2017-09-30 | $28k | 200 | 140.00 |
2017-06-30 | $27k | 200 | 135.00 |
2017-03-31 | $38k | 291 | 130.58 |
2016-12-31 | $25k | 200 | 125.00 |
2016-09-30 | $24k | 200 | 120.00 |
2016-06-30 | $23k | 200 | 115.00 |
2016-03-31 | $23k | 200 | 115.00 |
2015-12-31 | $23k | 200 | 115.00 |
2015-09-30 | $21k | 200 | 105.00 |
2015-06-30 | $23k | 200 | 115.00 |
2015-03-31 | $23k | 200 | 115.00 |
2014-06-30 | $11k | 96 | 114.58 |
2014-03-31 | $10k | 96 | 104.17 |
2013-12-31 | $10k | 96 | 104.17 |
2013-09-30 | $9.0k | 96 | 93.75 |
2013-06-30 | $9.0k | 96 | 93.75 |