iShares Russell 1000 Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.1M | 19k | 322.16 |
| 2024-09-30 | $6.0M | 19k | 314.39 |
| 2024-06-30 | $5.6M | 19k | 297.54 |
| 2024-03-31 | $5.1M | 18k | 288.03 |
| 2023-12-31 | $4.7M | 18k | 262.26 |
| 2023-09-30 | $4.2M | 18k | 234.91 |
| 2023-06-30 | $4.5M | 19k | 243.74 |
| 2023-03-31 | $4.2M | 19k | 225.23 |
| 2022-12-31 | $4.1M | 19k | 210.52 |
| 2022-09-30 | $3.8M | 20k | 197.32 |
| 2022-06-30 | $4.0M | 20k | 207.74 |
| 2022-03-31 | $4.9M | 20k | 250.06 |
| 2021-12-31 | $5.1M | 20k | 264.44 |
| 2021-09-30 | $4.7M | 20k | 241.69 |
| 2021-06-30 | $4.7M | 20k | 242.10 |
| 2021-03-31 | $4.4M | 20k | 223.82 |
| 2020-12-31 | $4.1M | 20k | 211.85 |