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iShares Russell 1000 Index shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $15M 76k 197.33
2022-06-30 $16M 78k 207.77
2022-03-31 $20M 81k 250.08
2021-12-31 $22M 83k 264.43
2021-09-30 $21M 85k 241.72
2021-06-30 $21M 85k 242.08
2021-03-31 $19M 84k 223.83
2020-12-31 $17M 79k 211.84