iShares Russell 1000 Index shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $989k | 2.4k | 409.54 |
| 2019-09-30 | $235k | 1.4k | 164.80 |
| 2019-06-30 | $248k | 1.5k | 168.25 |
| 2019-03-31 | $403k | 2.6k | 157.30 |
| 2018-12-31 | $355k | 2.6k | 138.56 |
| 2018-09-30 | $387k | 2.6k | 151.05 |
| 2018-06-30 | $389k | 2.6k | 151.83 |
| 2018-03-31 | $376k | 2.6k | 146.76 |
| 2017-12-31 | $381k | 2.6k | 148.71 |
| 2017-09-30 | $358k | 2.6k | 139.73 |
| 2017-06-30 | $347k | 2.6k | 135.44 |
| 2017-03-31 | $336k | 2.6k | 131.15 |
| 2016-12-31 | $319k | 2.6k | 124.51 |
| 2015-03-31 | $549k | 4.7k | 115.82 |
| 2013-12-31 | $216k | 2.1k | 103.10 |