iShares Russell 1000 Index shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $662k | 1.6k | 409.51 |
| 2026-03-31 | $672k | 1.9k | 356.56 |
| 2025-12-31 | $714k | 1.9k | 373.45 |
| 2025-09-30 | $761k | 2.1k | 365.48 |
| 2025-06-30 | $707k | 2.1k | 339.57 |
| 2025-03-31 | $165k | 539 | 306.76 |
| 2024-12-31 | $174k | 539 | 322.18 |
| 2024-09-30 | $170k | 539 | 314.39 |
| 2024-06-30 | $160k | 539 | 297.54 |