iShares Russell 1000 Index shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $835k | 2.7k | 314.39 |
| 2024-06-30 | $791k | 2.7k | 297.54 |
| 2024-03-31 | $765k | 2.7k | 288.03 |
| 2023-12-31 | $698k | 2.7k | 262.26 |
| 2023-09-30 | $627k | 2.7k | 234.91 |
| 2023-06-30 | $650k | 2.7k | 243.74 |
| 2023-03-31 | $649k | 2.9k | 225.23 |
| 2022-12-31 | $614k | 2.9k | 210.52 |
| 2022-09-30 | $576k | 2.9k | 197.40 |
| 2022-06-30 | $607k | 2.9k | 207.88 |
| 2022-03-31 | $765k | 3.1k | 250.25 |
| 2021-12-31 | $831k | 3.1k | 264.14 |
| 2021-09-30 | $760k | 3.1k | 241.58 |
| 2021-06-30 | $771k | 3.2k | 242.00 |
| 2021-03-31 | $738k | 3.3k | 223.77 |
| 2020-12-31 | $790k | 3.7k | 212.02 |
| 2020-09-30 | $681k | 4.0k | 171.67 |
| 2020-06-30 | $681k | 4.0k | 171.67 |
| 2020-03-31 | $569k | 4.0k | 141.51 |
| 2019-12-31 | $754k | 4.2k | 178.63 |
| 2019-09-30 | $695k | 4.2k | 164.65 |
| 2019-06-30 | $687k | 4.2k | 162.76 |
| 2019-03-31 | $656k | 4.2k | 157.43 |
| 2018-12-31 | $578k | 4.2k | 138.51 |
| 2018-09-30 | $635k | 4.2k | 152.17 |
| 2018-06-30 | $636k | 4.2k | 152.41 |
| 2018-03-31 | $586k | 4.0k | 146.76 |
| 2017-12-31 | $603k | 4.1k | 148.56 |
| 2017-09-30 | $565k | 4.0k | 141.50 |
| 2017-06-30 | $538k | 4.0k | 134.74 |
| 2017-03-31 | $523k | 4.0k | 130.98 |
| 2016-12-31 | $471k | 3.7k | 125.67 |
More positions owned by Shepherd Financial Partners
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