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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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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
2025-09-30 $960k 2.6k 365.48
2025-06-30 $892k 2.6k 339.57
2025-03-31 $806k 2.6k 306.74
2024-12-31 $848k 2.6k 322.16
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

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Shepherd Financial Partners

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View all funds holding iShares Russell 1000 Index