iShares Russell 1000 Index shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.3M | 6.4k | 356.57 |
| 2025-12-31 | $2.4M | 6.4k | 373.45 |
| 2025-09-30 | $1.8M | 4.8k | 365.48 |
| 2025-06-30 | $1.6M | 4.8k | 339.59 |
| 2025-03-31 | $1.5M | 4.8k | 306.73 |
| 2024-12-31 | $1.6M | 5.0k | 322.17 |
| 2024-09-30 | $1.6M | 5.0k | 314.42 |
| 2024-06-30 | $1.5M | 4.9k | 297.55 |
| 2024-03-31 | $1.4M | 4.9k | 288.03 |
| 2023-12-31 | $1.3M | 4.9k | 262.24 |
| 2023-09-30 | $1.2M | 4.9k | 234.90 |
| 2023-06-30 | $1.1M | 4.9k | 225.24 |
| 2023-03-31 | $1.1M | 4.9k | 225.24 |
| 2022-12-31 | $1.0M | 4.9k | 210.54 |
| 2022-09-30 | $877k | 4.3k | 202.40 |
| 2022-06-30 | $896k | 4.3k | 206.79 |
| 2022-03-31 | $1.1M | 4.3k | 249.94 |
| 2021-12-31 | $1.3M | 4.9k | 265.71 |
| 2021-09-30 | $1.2M | 4.9k | 241.64 |
| 2021-06-30 | $1.2M | 4.9k | 242.05 |
| 2021-03-31 | $1.1M | 4.9k | 224.37 |
| 2020-12-31 | $1.1M | 5.1k | 211.76 |