iShares Russell 1000 Index shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Shelton Wealth Management 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 Shelton Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.3M | 17k | 314.39 |
2024-06-30 | $5.0M | 17k | 297.54 |
2024-03-31 | $5.2M | 18k | 288.03 |
2023-09-30 | $6.0M | 26k | 234.91 |
2023-06-30 | $6.4M | 26k | 243.74 |
2023-03-31 | $6.0M | 27k | 225.23 |
2022-12-31 | $6.7M | 32k | 210.52 |
2022-09-30 | $6.2M | 32k | 197.32 |
2022-06-30 | $6.6M | 32k | 207.77 |
2022-03-31 | $8.2M | 33k | 250.08 |
2021-12-31 | $8.8M | 33k | 264.44 |